Advisornet Financial’s Calamos Global Total Return Fund CGO Stock Holding History

Advisornet Financial’s Portfolio CGO Stock Details CGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-400	Closed	-$3.5K	–	2441
2023 Q3	$3.5K	Hold	400	–	–	﹤0.01%	1505
2023 Q2	$3.88K	Buy	+400	New	+$3.72K	﹤0.01%	1558
2021 Q1	–	Sell	-1,410	Closed	-$21K	–	1759
2020 Q4	$21K	Sell	1,410 -171	-11%	-$2.28K	﹤0.01%	1112
2020 Q3	$19K	Buy	1,581 +38	+2%	+$470	﹤0.01%	1111
2020 Q2	$17K	Sell	1,543 -2,087	-57%	-$21.5K	﹤0.01%	1151
2020 Q1	$33K	Buy	3,630 +103	+3%	+$1.23K	﹤0.01%	923
2019 Q4	$47K	Buy	3,527 +65	+2%	+$819	﹤0.01%	916
2019 Q3	$42K	Buy	+3,462	New	+$43.4K	﹤0.01%	963

Other funds holding CGO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Advisornet Financial's CGO Position: Q4 2023 in Review

Advisornet Financial sold out of Calamos Global Total Return Fund (CGO) in Q4 2023, closing a stake of 400 shares — an estimated $3.5K sold.

Advisornet Financial first reported a position in CGO in Q3 2019 and held it in 8 quarters. The position peaked at $47K in Q4 2019. 33 funds tracked by Wall St. Rank hold CGO as of Q4 2023.

Advisornet Financial reported no remaining Calamos Global Total Return Fund position as of Q4 2023 after selling out during the quarter.
Advisornet Financial sold 400 Calamos Global Total Return Fund shares in Q4 2023, an estimated $3.5K.
Advisornet Financial first reported a position in Calamos Global Total Return Fund in Q3 2019 and held it in 8 quarters.
Advisornet Financial's Calamos Global Total Return Fund position peaked at $47K in Q4 2019.
33 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q4 2023.

Based on Advisornet Financial's 13F filing for Q4 2023, filed 19 Jan 2024.