NPC
CLMS

National Planning Corporation’s Calamos Asset Management, Inc. CLMS Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-275
Closed -$3.53K – 2503
2014
Q4 		$3.53K Buy
+275
New +$3.56K ﹤0.01% 2438

Other funds holding CLMS

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

National Planning Corporation's CLMS Position: Q1 2015 in Review

National Planning Corporation sold out of Calamos Asset Management, Inc. (CLMS) in Q1 2015, closing a stake of 275 shares — an estimated $3.53K sold.

National Planning Corporation first reported a position in CLMS in Q4 2014 and held it in 1 quarter. The position peaked at $3.53K in Q4 2014. 114 funds tracked by Wall St. Rank hold CLMS as of Q1 2015.

  • National Planning Corporation reported no remaining Calamos Asset Management, Inc. position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 275 Calamos Asset Management, Inc. shares in Q1 2015, an estimated $3.53K.
  • National Planning Corporation first reported a position in Calamos Asset Management, Inc. in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Calamos Asset Management, Inc. position peaked at $3.53K in Q4 2014.
  • 114 funds tracked by Wall St. Rank held Calamos Asset Management, Inc. as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.