CWM
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Calamos Wealth Management’s NatWest NWG Stock Holding History

Calamos Wealth Management’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
-61,434
Closed -$687K – 224
2014
Q1 		$687K Buy
61,434
+29,909
+95% +$359K 0.2% 157
2013
Q4 		$385K Buy
+31,525
New +$378K 0.12% 177

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 Wealth Management's NWG Position: Q2 2014 in Review

Calamos Wealth Management sold out of NatWest (NWG) in Q2 2014, closing a stake of 61,434 shares — an estimated $687K sold.

Calamos Wealth Management first reported a position in NWG in Q4 2013 and held it in 2 quarters. The position peaked at $687K in Q1 2014. 82 funds tracked by Wall St. Rank hold NWG as of Q2 2014.

  • Calamos Wealth Management reported no remaining NatWest position as of Q2 2014 after selling out during the quarter.
  • Calamos Wealth Management sold 61,434 NatWest shares in Q2 2014, an estimated $687K.
  • Calamos Wealth Management first reported a position in NatWest in Q4 2013 and held it in 2 quarters.
  • Calamos Wealth Management's NatWest position peaked at $687K in Q1 2014.
  • 82 funds tracked by Wall St. Rank held NatWest as of Q2 2014.

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