CWM
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Calamos Wealth Management’s SiriusXM SIRI Stock Holding History

Calamos Wealth Management’s Portfolio SIRI Stock Details SIRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-35,754
Closed -$1.25M – 224
2014
Q3 		$1.25M Buy
35,754
+95
+0.3% +$3.32K 0.36% 103
2014
Q2 		$1.23M Sell
35,659
-298
-0.8% -$9.69K 0.35% 103
2014
Q1 		$1.15M Buy
35,957
+5,408
+18% +$191K 0.34% 114
2013
Q4 		$1.07M Buy
+30,549
New +$1.14M 0.33% 105

Other funds holding SIRI

BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
OA
Omega Advisors New York $1.02B AUM 7% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAS
Sarbit Advisory Services Winnipeg, Manitoba, Canada $294M AUM 0.68% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.07B AUM 26.02% 1-Year Est. Return