Calamos Wealth Management’s Newell Brands NWL Stock Holding History

Calamos Wealth Management’s Portfolio NWL Stock Details NWL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-13,982	Closed	-$750K	–	234
2017 Q2	$750K	Sell	13,982 -9,175	-40%	-$465K	0.11%	153
2017 Q1	$1.09M	Sell	23,157 -10,300	-31%	-$489K	0.16%	138
2016 Q4	$1.49M	Sell	33,457 -2,772	-8%	-$134K	0.24%	120
2016 Q3	$1.91M	Sell	36,229 -3,818	-10%	-$197K	0.33%	101
2016 Q2	$1.95M	Buy	+40,047	New	+$1.87M	0.34%	93

Other funds holding NWL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Calamos Wealth Management's NWL Position: Q3 2017 in Review

Calamos Wealth Management sold out of Newell Brands (NWL) in Q3 2017, closing a stake of 13,982 shares — an estimated $750K sold.

Calamos Wealth Management first reported a position in NWL in Q2 2016 and held it in 5 quarters. The position peaked at $1.95M in Q2 2016. 656 funds tracked by Wall St. Rank hold NWL as of Q3 2017.

Calamos Wealth Management reported no remaining Newell Brands position as of Q3 2017 after selling out during the quarter.
Calamos Wealth Management sold 13,982 Newell Brands shares in Q3 2017, an estimated $750K.
Calamos Wealth Management first reported a position in Newell Brands in Q2 2016 and held it in 5 quarters.
Calamos Wealth Management's Newell Brands position peaked at $1.95M in Q2 2016.
656 funds tracked by Wall St. Rank held Newell Brands as of Q3 2017.

Based on Calamos Wealth Management's 13F filing for Q3 2017, filed 25 Oct 2017.