Calamos Advisors’s SVB Financial Group SIVB Stock Holding History

Calamos Advisors’s Portfolio SIVB Stock Details SIVB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,700	Closed	-$382K	–	819
2019 Q2	$382K	Hold	1,700	–	–	﹤0.01%	710
2019 Q1	$378K	Hold	1,700	–	–	﹤0.01%	623
2018 Q4	$323K	Buy	+1,700	New	+$416K	﹤0.01%	616
2017 Q2	–	Sell	-1,075	Closed	-$200K	–	669
2017 Q1	$200K	Buy	+1,075	New	+$195K	﹤0.01%	607
2016 Q2	–	Sell	-144,336	Closed	-$14.7M	–	666
2016 Q1	$14.7M	Buy	+144,336	New	+$14M	0.1%	224
2015 Q3	–	Sell	-380,298	Closed	-$54.8M	–	746
2015 Q2	$54.8M	Buy	380,298 +53,726	+16%	+$7.26M	0.34%	92
2015 Q1	$41.5M	Sell	326,572 -145,568	-31%	-$17.4M	0.26%	118
2014 Q4	$54.8M	Buy	472,140 +6,746	+1%	+$736K	0.36%	78
2014 Q3	$52.2M	Sell	465,394 -29,026	-6%	-$3.22M	0.35%	83
2014 Q2	$57.7M	Buy	494,420 +173,564	+54%	+$19.4M	0.37%	77
2014 Q1	$41.3M	Sell	320,856 -31,863	-9%	-$3.72M	0.26%	109
2013 Q4	$37M	Buy	352,719 +188,421	+115%	+$18.4M	0.24%	115
2013 Q3	$14.2M	Buy	+164,298	New	+$14.2M	0.09%	216

Other funds holding SIVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Calamos Advisors's SIVB Position: Q3 2019 in Review

Calamos Advisors sold out of SVB Financial Group (SIVB) in Q3 2019, closing a stake of 1,700 shares — an estimated $382K sold.

Calamos Advisors first reported a position in SIVB in Q3 2013 and held it in 13 quarters. The position peaked at $57.7M in Q2 2014. 546 funds tracked by Wall St. Rank hold SIVB as of Q3 2019.

Calamos Advisors reported no remaining SVB Financial Group position as of Q3 2019 after selling out during the quarter.
Calamos Advisors sold 1,700 SVB Financial Group shares in Q3 2019, an estimated $382K.
Calamos Advisors first reported a position in SVB Financial Group in Q3 2013 and held it in 13 quarters.
Calamos Advisors's SVB Financial Group position peaked at $57.7M in Q2 2014.
546 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2019.

Based on Calamos Advisors's 13F filing for Q3 2019, filed 21 Oct 2019.