American Portfolios Advisors’s Calamos Global Total Return Fund CGO Stock Holding History

American Portfolios Advisors’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
2019 Q2	–	Sell	-8,041	Closed	-$98.3K	–	2737
2019 Q1	$98.3K	Hold	8,041	–	–	0.01%	903
2018 Q4	$81.7K	Hold	8,041	–	–	0.01%	809
2018 Q3	$112K	Hold	8,041	–	–	0.01%	780
2018 Q2	$114K	Hold	8,041	–	–	0.02%	759
2018 Q1	$116K	Buy	+8,041	New	+$121K	0.02%	693

Other funds holding CGO

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

American Portfolios Advisors's CGO Position: Q2 2019 in Review

American Portfolios Advisors sold out of Calamos Global Total Return Fund (CGO) in Q2 2019, closing a stake of 8,041 shares — an estimated $98.3K sold.

American Portfolios Advisors first reported a position in CGO in Q1 2018 and held it in 5 quarters. The position peaked at $116K in Q1 2018. 21 funds tracked by Wall St. Rank hold CGO as of Q2 2019.

American Portfolios Advisors reported no remaining Calamos Global Total Return Fund position as of Q2 2019 after selling out during the quarter.
American Portfolios Advisors sold 8,041 Calamos Global Total Return Fund shares in Q2 2019, an estimated $98.3K.
American Portfolios Advisors first reported a position in Calamos Global Total Return Fund in Q1 2018 and held it in 5 quarters.
American Portfolios Advisors's Calamos Global Total Return Fund position peaked at $116K in Q1 2018.
21 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q2 2019.

Based on American Portfolios Advisors's 13F filing for Q2 2019, filed 24 Mar 2023.