CWM
WTRU

Calamos Wealth Management’s Essential Utilities, Inc.6.00% Tangible Equity Units WTRU Stock Holding History

Calamos Wealth Management’s Portfolio WTRU Stock Details WTRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-12,132
Closed -$735K – 246
2019
Q3 		$735K Sell
12,132
-250
-2% -$14.6K 0.1% 142
2019
Q2 		$706K Buy
+12,382
New +$688K 0.1% 145

Other funds holding WTRU

NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Calamos Wealth Management's WTRU Position: Q4 2019 in Review

Calamos Wealth Management sold out of Essential Utilities, Inc.6.00% Tangible Equity Units (WTRU) in Q4 2019, closing a stake of 12,132 shares — an estimated $735K sold.

Calamos Wealth Management first reported a position in WTRU in Q2 2019 and held it in 2 quarters. The position peaked at $735K in Q3 2019. 49 funds tracked by Wall St. Rank hold WTRU as of Q4 2019.

  • Calamos Wealth Management reported no remaining Essential Utilities, Inc.6.00% Tangible Equity Units position as of Q4 2019 after selling out during the quarter.
  • Calamos Wealth Management sold 12,132 Essential Utilities, Inc.6.00% Tangible Equity Units shares in Q4 2019, an estimated $735K.
  • Calamos Wealth Management first reported a position in Essential Utilities, Inc.6.00% Tangible Equity Units in Q2 2019 and held it in 2 quarters.
  • Calamos Wealth Management's Essential Utilities, Inc.6.00% Tangible Equity Units position peaked at $735K in Q3 2019.
  • 49 funds tracked by Wall St. Rank held Essential Utilities, Inc.6.00% Tangible Equity Units as of Q4 2019.

Based on Calamos Wealth Management's 13F filing for Q4 2019, filed 15 Jan 2020.