Calamos Advisors
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Calamos Advisors’s NatWest NWG Stock Holding History

Calamos Advisors’s Portfolio NWG Stock Details NWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-328,157
Closed -$3.67M – 655
2014
Q1 		$3.67M Buy
328,157
+197,312
+151% +$2.37M 0.02% 349
2013
Q4 		$1.6M Buy
+130,845
New +$1.57M 0.01% 457

Other funds holding NWG

VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Calamos Advisors's NWG Position: Q2 2014 in Review

Calamos Advisors sold out of NatWest (NWG) in Q2 2014, closing a stake of 328,157 shares — an estimated $3.67M sold.

Calamos Advisors first reported a position in NWG in Q4 2013 and held it in 2 quarters. The position peaked at $3.67M in Q1 2014. 82 funds tracked by Wall St. Rank hold NWG as of Q2 2014.

  • Calamos Advisors reported no remaining NatWest position as of Q2 2014 after selling out during the quarter.
  • Calamos Advisors sold 328,157 NatWest shares in Q2 2014, an estimated $3.67M.
  • Calamos Advisors first reported a position in NatWest in Q4 2013 and held it in 2 quarters.
  • Calamos Advisors's NatWest position peaked at $3.67M in Q1 2014.
  • 82 funds tracked by Wall St. Rank held NatWest as of Q2 2014.

Based on Calamos Advisors's 13F filing for Q2 2014, filed 14 Aug 2014.