Principal Financial Group
CLMS

Principal Financial Group’s Calamos Asset Management, Inc. CLMS Stock Holding History

Principal Financial Group’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
2017
Q1 		– Sell
-121,957
Closed -$1.04M – 2273
2016
Q4 		$1.04M Buy
121,957
+1,643
+1% +$11.4K ﹤0.01% 1811
2016
Q3 		$821K Sell
120,314
-1,043
-0.9% -$7.35K ﹤0.01% 1800
2016
Q2 		$887K Buy
121,357
+3,240
+3% +$25.6K ﹤0.01% 1771
2016
Q1 		$1M Buy
118,117
+4,599
+4% +$40.8K ﹤0.01% 1728
2015
Q4 		$1.1M Buy
113,518
+4,880
+4% +$46K ﹤0.01% 1745
2015
Q3 		$1.03M Buy
108,638
+4,834
+5% +$53.7K ﹤0.01% 1769
2015
Q2 		$1.27M Sell
103,804
-1,784
-2% -$22.1K ﹤0.01% 1752
2015
Q1 		$1.42M Buy
105,588
+2,367
+2% +$30.5K ﹤0.01% 1708
2014
Q4 		$1.38M Buy
103,221
+692
+0.7% +$8.97K ﹤0.01% 1750
2014
Q3 		$1.16M Sell
102,529
-13,718
-12% -$174K ﹤0.01% 1745
2014
Q2 		$1.56M Buy
116,247
+497
+0.4% +$6.34K ﹤0.01% 1737
2014
Q1 		$1.5M Buy
115,750
+4,320
+4% +$51.7K ﹤0.01% 1717
2013
Q4 		$1.32M Buy
111,430
+6,960
+7% +$72.5K ﹤0.01% 1740
2013
Q3 		$1.04M Sell
104,470
-3,610
-3% -$37.7K ﹤0.01% 1734
2013
Q2 		$1.14M Buy
+108,080
New +$1.18M ﹤0.01% 1704

Other funds holding CLMS

AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
FPF
FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return

Principal Financial Group's CLMS Position: Q1 2017 in Review

Principal Financial Group sold out of Calamos Asset Management, Inc. (CLMS) in Q1 2017, closing a stake of 121,957 shares — an estimated $1.04M sold.

Principal Financial Group first reported a position in CLMS in Q2 2013 and held it in 15 quarters. The position peaked at $1.56M in Q2 2014. 2 funds tracked by Wall St. Rank hold CLMS as of Q1 2017.

  • Principal Financial Group reported no remaining Calamos Asset Management, Inc. position as of Q1 2017 after selling out during the quarter.
  • Principal Financial Group sold 121,957 Calamos Asset Management, Inc. shares in Q1 2017, an estimated $1.04M.
  • Principal Financial Group first reported a position in Calamos Asset Management, Inc. in Q2 2013 and held it in 15 quarters.
  • Principal Financial Group's Calamos Asset Management, Inc. position peaked at $1.56M in Q2 2014.
  • 2 funds tracked by Wall St. Rank held Calamos Asset Management, Inc. as of Q1 2017.

Based on Principal Financial Group's 13F filing for Q1 2017, filed 11 May 2017.