CWM
SWI

Calamos Wealth Management’s SOLARWINDS INC COM STK (DE) SWI Stock Holding History

Calamos Wealth Management’s Portfolio SWI Stock Details SWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-12,555
Closed -$626K – 278
2014
Q4 		$626K Sell
12,555
-8,460
-40% -$403K 0.18% 159
2014
Q3 		$884K Buy
21,015
+55
+0.3% +$2.29K 0.26% 134
2014
Q2 		$810K Sell
20,960
-820
-4% -$32.8K 0.23% 140
2014
Q1 		$928K Buy
+21,780
New +$928K 0.27% 129

Other funds holding SWI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Calamos Wealth Management's SWI Position: Q1 2015 in Review

Calamos Wealth Management sold out of SOLARWINDS INC COM STK (DE) (SWI) in Q1 2015, closing a stake of 12,555 shares — an estimated $626K sold.

Calamos Wealth Management first reported a position in SWI in Q1 2014 and held it in 4 quarters. The position peaked at $928K in Q1 2014. 234 funds tracked by Wall St. Rank hold SWI as of Q1 2015.

  • Calamos Wealth Management reported no remaining SOLARWINDS INC COM STK (DE) position as of Q1 2015 after selling out during the quarter.
  • Calamos Wealth Management sold 12,555 SOLARWINDS INC COM STK (DE) shares in Q1 2015, an estimated $626K.
  • Calamos Wealth Management first reported a position in SOLARWINDS INC COM STK (DE) in Q1 2014 and held it in 4 quarters.
  • Calamos Wealth Management's SOLARWINDS INC COM STK (DE) position peaked at $928K in Q1 2014.
  • 234 funds tracked by Wall St. Rank held SOLARWINDS INC COM STK (DE) as of Q1 2015.

Based on Calamos Wealth Management's 13F filing for Q1 2015, filed 12 May 2015.