WBC
CLMS

Westpac Banking Corp’s Calamos Asset Management, Inc. CLMS Stock Holding History

Westpac Banking Corp’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
Q1 		– Sell
-66,387
Closed -$786K – 922
2013
Q4 		$786K Hold
66,387
– – 0.01% 644
2013
Q3 		$663K Hold
66,387
– – 0.01% 651
2013
Q2 		$781K Buy
+66,387
New +$726K 0.01% 609

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BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Westpac Banking Corp's CLMS Position: Q1 2014 in Review

Westpac Banking Corp sold out of Calamos Asset Management, Inc. (CLMS) in Q1 2014, closing a stake of 66,387 shares — an estimated $786K sold.

Westpac Banking Corp first reported a position in CLMS in Q2 2013 and held it in 3 quarters. The position peaked at $786K in Q4 2013. 119 funds tracked by Wall St. Rank hold CLMS as of Q1 2014.

  • Westpac Banking Corp reported no remaining Calamos Asset Management, Inc. position as of Q1 2014 after selling out during the quarter.
  • Westpac Banking Corp sold 66,387 Calamos Asset Management, Inc. shares in Q1 2014, an estimated $786K.
  • Westpac Banking Corp first reported a position in Calamos Asset Management, Inc. in Q2 2013 and held it in 3 quarters.
  • Westpac Banking Corp's Calamos Asset Management, Inc. position peaked at $786K in Q4 2013.
  • 119 funds tracked by Wall St. Rank held Calamos Asset Management, Inc. as of Q1 2014.

Based on Westpac Banking Corp's 13F filing for Q1 2014, filed 12 May 2014.