ACM
CCD

Allred Capital Management’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Allred Capital Management’s Portfolio CCD Stock Details CCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-4,775
Closed -$153K – 278
2021
Q1 		$153K Buy
+4,775
New +$148K 0.07% 208
2020
Q1 		– Sell
-8,275
Closed -$175K – 223
2019
Q4 		$175K Buy
+8,275
New +$171K 0.1% 161

Other funds holding CCD

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Allred Capital Management's CCD Position: Q2 2021 in Review

Allred Capital Management sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q2 2021, closing a stake of 4,775 shares — an estimated $153K sold.

Allred Capital Management first reported a position in CCD in Q4 2019 and held it in 2 quarters. The position peaked at $175K in Q4 2019. 67 funds tracked by Wall St. Rank hold CCD as of Q2 2021.

  • Allred Capital Management reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q2 2021 after selling out during the quarter.
  • Allred Capital Management sold 4,775 Calamos Dynamic Convertible & Income Fund shares in Q2 2021, an estimated $153K.
  • Allred Capital Management first reported a position in Calamos Dynamic Convertible & Income Fund in Q4 2019 and held it in 2 quarters.
  • Allred Capital Management's Calamos Dynamic Convertible & Income Fund position peaked at $175K in Q4 2019.
  • 67 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q2 2021.

Based on Allred Capital Management's 13F filing for Q2 2021, filed 5 Aug 2021.