Calamos Wealth Management’s Williams-Sonoma WSM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-27,140	Closed	-$1.03M	–	264
2014 Q4	$1.03M	Sell	27,140 -170	-0.6%	-$5.89K	0.29%	125
2014 Q3	$909K	Buy	27,310 +60	+0.2%	+$2.08K	0.26%	127
2014 Q2	$978K	Sell	27,250 -5,950	-18%	-$196K	0.28%	125
2014 Q1	$1.11M	Sell	33,200 -980	-3%	-$28.5K	0.33%	118
2013 Q4	$996K	Buy	34,180 +4,636	+16%	+$130K	0.31%	108
2013 Q3	$830K	Buy	29,544 +780	+3%	+$22.6K	0.27%	116
2013 Q2	$804K	Buy	+28,764	New	+$775K	0.28%	108

Other funds holding WSM

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Calamos Wealth Management sold out of Williams-Sonoma (WSM) in Q1 2015, closing a stake of 27,140 shares — an estimated $1.03M sold.

Calamos Wealth Management first reported a position in WSM in Q2 2013 and held it in 7 quarters. The position peaked at $1.11M in Q1 2014. 352 funds tracked by Wall St. Rank hold WSM as of Q1 2015.

Calamos Wealth Management reported no remaining Williams-Sonoma position as of Q1 2015 after selling out during the quarter.
Calamos Wealth Management sold 27,140 Williams-Sonoma shares in Q1 2015, an estimated $1.03M.
Calamos Wealth Management first reported a position in Williams-Sonoma in Q2 2013 and held it in 7 quarters.
Calamos Wealth Management's Williams-Sonoma position peaked at $1.11M in Q1 2014.
352 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2015.

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