Advisory Alpha
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Advisory Alpha’s Calamos Global Total Return Fund CGO Stock Holding History

Advisory Alpha’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
2017
Q1 		– Sell
-5,163
Closed -$59K – 140
2016
Q4 		$59K Buy
+5,163
New +$55.4K 0.02% 78

Other funds holding CGO

Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Advisory Alpha's CGO Position: Q1 2017 in Review

Advisory Alpha sold out of Calamos Global Total Return Fund (CGO) in Q1 2017, closing a stake of 5,163 shares — an estimated $59K sold.

Advisory Alpha first reported a position in CGO in Q4 2016 and held it in 1 quarter. The position peaked at $59K in Q4 2016. 20 funds tracked by Wall St. Rank hold CGO as of Q1 2017.

  • Advisory Alpha reported no remaining Calamos Global Total Return Fund position as of Q1 2017 after selling out during the quarter.
  • Advisory Alpha sold 5,163 Calamos Global Total Return Fund shares in Q1 2017, an estimated $59K.
  • Advisory Alpha first reported a position in Calamos Global Total Return Fund in Q4 2016 and held it in 1 quarter.
  • Advisory Alpha's Calamos Global Total Return Fund position peaked at $59K in Q4 2016.
  • 20 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q1 2017.

Based on Advisory Alpha's 13F filing for Q1 2017, filed 12 May 2017.