AA
CHW

Apriem Advisors’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Apriem Advisors’s Portfolio CHW Stock Details CHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-2,000
Closed -$18K – 632
2015
Q1 		$18K Buy
+2,000
New +$17.6K 0.01% 335

Other funds holding CHW

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 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 $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

Apriem Advisors's CHW Position: Q2 2015 in Review

Apriem Advisors sold out of Calamos Global Dynamic Income Fund (CHW) in Q2 2015, closing a stake of 2,000 shares — an estimated $18K sold.

Apriem Advisors first reported a position in CHW in Q1 2015 and held it in 1 quarter. The position peaked at $18K in Q1 2015. 48 funds tracked by Wall St. Rank hold CHW as of Q2 2015.

  • Apriem Advisors reported no remaining Calamos Global Dynamic Income Fund position as of Q2 2015 after selling out during the quarter.
  • Apriem Advisors sold 2,000 Calamos Global Dynamic Income Fund shares in Q2 2015, an estimated $18K.
  • Apriem Advisors first reported a position in Calamos Global Dynamic Income Fund in Q1 2015 and held it in 1 quarter.
  • Apriem Advisors's Calamos Global Dynamic Income Fund position peaked at $18K in Q1 2015.
  • 48 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q2 2015.

Based on Apriem Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.