1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
insider
insider
Articles 

Calamos Wealth Management Llc Buys Facebook Inc, iShares Core MSCI Emerging Markets, Oracle Corp, Sells Cisco Systems Inc, Stryker Corp, Merck Inc

Naperville, IL, based Investment company Calamos Wealth Management Llc buys Facebook Inc, iShares Core MSCI Emerging Markets, Oracle Corp, iShares S&P 500 Growth, Marsh & McLennan Inc, AbbVie Inc, American International Group Inc, Humana Inc, McDonald's Corp, Allergan PLC, sells Cisco Systems Inc, Stryker Corp, Merck Inc, TJX Inc, Microchip Technology Inc during the 3-months ended 2018-03-31, according to the most recent filings of the investment company, Calamos Wealth Management Llc. As of 2018-03-31, Calamos Wealth Management Llc owns 158 stocks with a total value of $765 million. These are the details of the buys and sells.

For the details of CALAMOS WEALTH MANAGEMENT LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=CALAMOS+WEALTH+MANAGEMENT+LLC

These are the top 5 holdings of CALAMOS WEALTH MANAGEMENT LLC
  1. iShares Core S&P 500 (IVV) - 332,520 shares, 11.53% of the total portfolio. Shares added by 6.79%
  2. iShares Core MSCI EAFE (IEFA) - 533,584 shares, 4.59% of the total portfolio. Shares added by 17.33%
  3. iShares S&P 500 Growth (IVW) - 172,773 shares, 3.5% of the total portfolio. Shares added by 27.40%
  4. Apple Inc (AAPL) - 136,945 shares, 3% of the total portfolio. Shares added by 0.30%
  5. Microsoft Corp (MSFT) - 209,871 shares, 2.5% of the total portfolio. Shares added by 1.66%
New Purchase: Oracle Corp (ORCL)

Calamos Wealth Management Llc initiated holding in Oracle Corp. The purchase prices were between $44.79 and $52.97, with an estimated average price of $49.71. The stock is now traded at around $46.14. The impact to a portfolio due to this purchase was 0.84%. The holding were 141,239 shares as of 2018-03-31.

New Purchase: Humana Inc (HUM)

Calamos Wealth Management Llc initiated holding in Humana Inc. The purchase prices were between $251.28 and $291.23, with an estimated average price of $270.72. The stock is now traded at around $287.59. The impact to a portfolio due to this purchase was 0.62%. The holding were 17,532 shares as of 2018-03-31.

New Purchase: American Tower Corp (AMT)

Calamos Wealth Management Llc initiated holding in American Tower Corp. The purchase prices were between $133 and $147.7, with an estimated average price of $140.88. The stock is now traded at around $139.65. The impact to a portfolio due to this purchase was 0.12%. The holding were 6,552 shares as of 2018-03-31.

New Purchase: NVIDIA Corp (NVDA)

Calamos Wealth Management Llc initiated holding in NVIDIA Corp. The purchase prices were between $199.35 and $250.48, with an estimated average price of $234.98. The stock is now traded at around $233.11. The impact to a portfolio due to this purchase was 0.11%. The holding were 3,690 shares as of 2018-03-31.

New Purchase: Bristol-Myers Squibb Company (BMY)

Calamos Wealth Management Llc initiated holding in Bristol-Myers Squibb Company. The purchase prices were between $59.92 and $68.98, with an estimated average price of $64.33. The stock is now traded at around $58.15. The impact to a portfolio due to this purchase was 0.08%. The holding were 9,294 shares as of 2018-03-31.

New Purchase: Hess Corp (HESPA.PFD)

Calamos Wealth Management Llc initiated holding in Hess Corp. The purchase prices were between $51.48 and $64.68, with an estimated average price of $58.47. The stock is now traded at around $62.80. The impact to a portfolio due to this purchase was 0.08%. The holding were 9,653 shares as of 2018-03-31.

Added: Facebook Inc (FB)

Calamos Wealth Management Llc added to a holding in Facebook Inc by 169.98%. The purchase prices were between $152.22 and $193.09, with an estimated average price of $179.55. The stock is now traded at around $165.36. The impact to a portfolio due to this purchase was 1.08%. The holding were 82,556 shares as of 2018-03-31.

Added: iShares Core MSCI Emerging Markets (IEMG)

Calamos Wealth Management Llc added to a holding in iShares Core MSCI Emerging Markets by 63.60%. The purchase prices were between $55.19 and $62.69, with an estimated average price of $59.14. The stock is now traded at around $57.76. The impact to a portfolio due to this purchase was 0.93%. The holding were 313,194 shares as of 2018-03-31.

Added: iShares S&P 500 Growth (IVW)

Calamos Wealth Management Llc added to a holding in iShares S&P 500 Growth by 27.40%. The purchase prices were between $149.59 and $165.98, with an estimated average price of $159.49. The stock is now traded at around $156.29. The impact to a portfolio due to this purchase was 0.75%. The holding were 172,773 shares as of 2018-03-31.

Added: Marsh & McLennan Companies Inc (MMC)

Calamos Wealth Management Llc added to a holding in Marsh & McLennan Companies Inc by 696.67%. The purchase prices were between $79.31 and $85.87, with an estimated average price of $82.84. The stock is now traded at around $81.99. The impact to a portfolio due to this purchase was 0.63%. The holding were 67,000 shares as of 2018-03-31.

Added: AbbVie Inc (ABBV)

Calamos Wealth Management Llc added to a holding in AbbVie Inc by 358.00%. The purchase prices were between $92.01 and $123.21, with an estimated average price of $109.85. The stock is now traded at around $92.18. The impact to a portfolio due to this purchase was 0.63%. The holding were 65,247 shares as of 2018-03-31.

Added: American International Group Inc (AIG)

Calamos Wealth Management Llc added to a holding in American International Group Inc by 938.86%. The purchase prices were between $53.41 and $64.8, with an estimated average price of $59.09. The stock is now traded at around $53.40. The impact to a portfolio due to this purchase was 0.63%. The holding were 98,972 shares as of 2018-03-31.

Sold Out: Marathon Petroleum Corp (MPC)

Calamos Wealth Management Llc sold out a holding in Marathon Petroleum Corp. The sale prices were between $62.79 and $73.68, with an estimated average price of $68.85.

Sold Out: Thermo Fisher Scientific Inc (TMO)

Calamos Wealth Management Llc sold out a holding in Thermo Fisher Scientific Inc. The sale prices were between $192.98 and $224.11, with an estimated average price of $209.9.

Sold Out: American Tower Corp (AMTPB.PFD)

Calamos Wealth Management Llc sold out a holding in American Tower Corp. The sale prices were between $116.84 and $128.75, with an estimated average price of $122.92.

Sold Out: iShares Russell Mid-cap Value (IWS)

Calamos Wealth Management Llc sold out a holding in iShares Russell Mid-cap Value. The sale prices were between $83.92 and $92.83, with an estimated average price of $88.67.

Sold Out: Discover Financial Services (DFS)

Calamos Wealth Management Llc sold out a holding in Discover Financial Services. The sale prices were between $70.07 and $81.31, with an estimated average price of $77.2.

Sold Out: Regeneron Pharmaceuticals Inc (REGN)

Calamos Wealth Management Llc sold out a holding in Regeneron Pharmaceuticals Inc. The sale prices were between $315.82 and $393.78, with an estimated average price of $347.81.



Here is the complete portfolio of CALAMOS WEALTH MANAGEMENT LLC. Also check out:

1. CALAMOS WEALTH MANAGEMENT LLC's Undervalued Stocks
2. CALAMOS WEALTH MANAGEMENT LLC's Top Growth Companies, and
3. CALAMOS WEALTH MANAGEMENT LLC's High Yield stocks
4. Stocks that CALAMOS WEALTH MANAGEMENT LLC keeps buying

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:


Performances of the stocks mentioned by insider


User Generated Screeners


mateokuljisHigh Quality
DBrizanFCF23Apr2018 111a
DBrizanFCF23Apr2018 1224a
DBrizanFCF23Apr2018 1211a
DBrizanFCF23Apr2018 12a
maggers78Hated more Basket
vetri.84200352 week hi - 30pc eps Gr 1 yr
vetri.84200352 week hi - 30pc Sls Gr 1 yr
airomeTest Basic
DANGORDON4-22-18 REV GROWTH GOOD
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat

{{numOfNotice}}
FEEDBACK