HIM
CLMS

Hillsdale Investment Management’s Calamos Asset Management, Inc. CLMS Stock Holding History

Hillsdale Investment Management’s Portfolio CLMS Stock Details CLMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-4,450
Closed -$58K – 625
2014
Q1 		$58K Sell
4,450
-13,150
-75% -$158K 0.02% 425
2013
Q4 		$208K Buy
+17,600
New +$183K 0.06% 300

Other funds holding CLMS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Hillsdale Investment Management's CLMS Position: Q2 2014 in Review

Hillsdale Investment Management sold out of Calamos Asset Management, Inc. (CLMS) in Q2 2014, closing a stake of 4,450 shares — an estimated $58K sold.

Hillsdale Investment Management first reported a position in CLMS in Q4 2013 and held it in 2 quarters. The position peaked at $208K in Q4 2013. 114 funds tracked by Wall St. Rank hold CLMS as of Q2 2014.

  • Hillsdale Investment Management reported no remaining Calamos Asset Management, Inc. position as of Q2 2014 after selling out during the quarter.
  • Hillsdale Investment Management sold 4,450 Calamos Asset Management, Inc. shares in Q2 2014, an estimated $58K.
  • Hillsdale Investment Management first reported a position in Calamos Asset Management, Inc. in Q4 2013 and held it in 2 quarters.
  • Hillsdale Investment Management's Calamos Asset Management, Inc. position peaked at $208K in Q4 2013.
  • 114 funds tracked by Wall St. Rank held Calamos Asset Management, Inc. as of Q2 2014.

Based on Hillsdale Investment Management's 13F filing for Q2 2014, filed 13 Aug 2014.