CWM
SWU

Calamos Wealth Management’s STANLEY BLACK & DECKER INC CORP UNIT SWU Stock Holding History

Calamos Wealth Management’s Portfolio SWU Stock Details SWU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-2,035
Closed -$281K – 279
2014
Q4 		$281K Buy
2,035
+30
+1% +$4.01K 0.08% 188
2014
Q3 		$263K Hold
2,005
– – 0.08% 184
2014
Q2 		$267K Buy
+2,005
New +$262K 0.08% 190

Other funds holding SWU

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GLI
Guardian Life Insurance New York $199K AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Calamos Wealth Management sold out of STANLEY BLACK & DECKER INC CORP UNIT (SWU) in Q1 2015, closing a stake of 2,035 shares — an estimated $281K sold.

Calamos Wealth Management first reported a position in SWU in Q2 2014 and held it in 3 quarters. The position peaked at $281K in Q4 2014. 34 funds tracked by Wall St. Rank hold SWU as of Q1 2015.

  • Calamos Wealth Management reported no remaining STANLEY BLACK & DECKER INC CORP UNIT position as of Q1 2015 after selling out during the quarter.
  • Calamos Wealth Management sold 2,035 STANLEY BLACK & DECKER INC CORP UNIT shares in Q1 2015, an estimated $281K.
  • Calamos Wealth Management first reported a position in STANLEY BLACK & DECKER INC CORP UNIT in Q2 2014 and held it in 3 quarters.
  • Calamos Wealth Management's STANLEY BLACK & DECKER INC CORP UNIT position peaked at $281K in Q4 2014.
  • 34 funds tracked by Wall St. Rank held STANLEY BLACK & DECKER INC CORP UNIT as of Q1 2015.

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