ZIM
CLMS

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

Zacks 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
Q4 		– Sell
-20,777
Closed -$234K – 821
2014
Q3 		$234K Buy
+20,777
New +$263K 0.01% 606
2014
Q2 		– Sell
-19,801
Closed -$256K – 814
2014
Q1 		$256K Buy
+19,801
New +$237K 0.01% 567

Other funds holding CLMS

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Zacks Investment Management's CLMS Position: Q4 2014 in Review

Zacks Investment Management sold out of Calamos Asset Management, Inc. (CLMS) in Q4 2014, closing a stake of 20,777 shares — an estimated $234K sold.

Zacks Investment Management first reported a position in CLMS in Q1 2014 and held it in 2 quarters. The position peaked at $256K in Q1 2014. 120 funds tracked by Wall St. Rank hold CLMS as of Q4 2014.

  • Zacks Investment Management reported no remaining Calamos Asset Management, Inc. position as of Q4 2014 after selling out during the quarter.
  • Zacks Investment Management sold 20,777 Calamos Asset Management, Inc. shares in Q4 2014, an estimated $234K.
  • Zacks Investment Management first reported a position in Calamos Asset Management, Inc. in Q1 2014 and held it in 2 quarters.
  • Zacks Investment Management's Calamos Asset Management, Inc. position peaked at $256K in Q1 2014.
  • 120 funds tracked by Wall St. Rank held Calamos Asset Management, Inc. as of Q4 2014.

Based on Zacks Investment Management's 13F filing for Q4 2014, filed 13 Feb 2015.