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Calamos Wealth Management’s Weyerhaeuser WY Stock Holding History

Calamos Wealth Management’s Portfolio WY Stock Details WY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-39,940
Closed -$1.26M – 223
2013
Q4 		$1.26M Sell
39,940
-8,630
-18% -$258K 0.39% 95
2013
Q3 		$1.39M Buy
+48,570
New +$1.37M 0.45% 88

Other funds holding WY

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Calamos Wealth Management's WY Position: Q1 2014 in Review

Calamos Wealth Management sold out of Weyerhaeuser (WY) in Q1 2014, closing a stake of 39,940 shares — an estimated $1.26M sold.

Calamos Wealth Management first reported a position in WY in Q3 2013 and held it in 2 quarters. The position peaked at $1.39M in Q3 2013. 600 funds tracked by Wall St. Rank hold WY as of Q1 2014.

  • Calamos Wealth Management reported no remaining Weyerhaeuser position as of Q1 2014 after selling out during the quarter.
  • Calamos Wealth Management sold 39,940 Weyerhaeuser shares in Q1 2014, an estimated $1.26M.
  • Calamos Wealth Management first reported a position in Weyerhaeuser in Q3 2013 and held it in 2 quarters.
  • Calamos Wealth Management's Weyerhaeuser position peaked at $1.39M in Q3 2013.
  • 600 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2014.

Based on Calamos Wealth Management's 13F filing for Q1 2014, filed 16 May 2014.