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Calamos Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Calamos Wealth Management’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-2,642
Closed -$303K – 237
2017
Q1 		$303K Buy
+2,642
New +$301K 0.05% 191

Other funds holding TIP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Calamos Wealth Management's TIP Position: Q2 2017 in Review

Calamos Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q2 2017, closing a stake of 2,642 shares — an estimated $303K sold.

Calamos Wealth Management first reported a position in TIP in Q1 2017 and held it in 1 quarter. The position peaked at $303K in Q1 2017. 675 funds tracked by Wall St. Rank hold TIP as of Q2 2017.

  • Calamos Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Calamos Wealth Management sold 2,642 iShares TIPS Bond ETF shares in Q2 2017, an estimated $303K.
  • Calamos Wealth Management first reported a position in iShares TIPS Bond ETF in Q1 2017 and held it in 1 quarter.
  • Calamos Wealth Management's iShares TIPS Bond ETF position peaked at $303K in Q1 2017.
  • 675 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2017.

Based on Calamos Wealth Management's 13F filing for Q2 2017, filed 9 Aug 2017.