Calamos Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-5,031	Closed	-$374K	–	234
2017 Q4	$374K	Hold	5,031	–	–	0.05%	174
2017 Q3	$356K	Sell	5,031 -2,080	-29%	-$144K	0.05%	178
2017 Q2	$480K	Hold	7,111	–	–	0.07%	179
2017 Q1	$464K	Buy	+7,111	New	+$455K	0.07%	181

Other funds holding VT

Highland Associates Birmingham, Alabama $699M AUM 8.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UOT

University of Tennessee Knoxville, Tennessee $38.1M AUM 12.23% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

WRTC

Wind River Trust Company Jackson, Wyoming $296M AUM 22.15% 1-Year Est. Return

Calamos Wealth Management's VT Position: Q1 2018 in Review

Calamos Wealth Management sold out of Vanguard Total World Stock ETF (VT) in Q1 2018, closing a stake of 5,031 shares — an estimated $374K sold.

Calamos Wealth Management first reported a position in VT in Q1 2017 and held it in 4 quarters. The position peaked at $480K in Q2 2017. 374 funds tracked by Wall St. Rank hold VT as of Q1 2018.

Calamos Wealth Management reported no remaining Vanguard Total World Stock ETF position as of Q1 2018 after selling out during the quarter.
Calamos Wealth Management sold 5,031 Vanguard Total World Stock ETF shares in Q1 2018, an estimated $374K.
Calamos Wealth Management first reported a position in Vanguard Total World Stock ETF in Q1 2017 and held it in 4 quarters.
Calamos Wealth Management's Vanguard Total World Stock ETF position peaked at $480K in Q2 2017.
374 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2018.

Based on Calamos Wealth Management's 13F filing for Q1 2018, filed 13 Apr 2018.