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Atwood & Palmer’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Atwood & Palmer’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
2023
Q1 		– Sell
-5,500
Closed -$30.7K – 373
2022
Q4 		$30.7K Hold
5,500
– – ﹤0.01% 249
2022
Q3 		$33K Hold
5,500
– – ﹤0.01% 228
2022
Q2 		$38K Hold
5,500
– – ﹤0.01% 232
2022
Q1 		$49K Hold
5,500
– – ﹤0.01% 223
2021
Q4 		$55K Buy
+5,500
New +$55.5K ﹤0.01% 223

Other funds holding CHW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atwood & Palmer's CHW Position: Q1 2023 in Review

Atwood & Palmer sold out of Calamos Global Dynamic Income Fund (CHW) in Q1 2023, closing a stake of 5,500 shares — an estimated $30.7K sold.

Atwood & Palmer first reported a position in CHW in Q4 2021 and held it in 5 quarters. The position peaked at $55K in Q4 2021. 80 funds tracked by Wall St. Rank hold CHW as of Q1 2023.

  • Atwood & Palmer reported no remaining Calamos Global Dynamic Income Fund position as of Q1 2023 after selling out during the quarter.
  • Atwood & Palmer sold 5,500 Calamos Global Dynamic Income Fund shares in Q1 2023, an estimated $30.7K.
  • Atwood & Palmer first reported a position in Calamos Global Dynamic Income Fund in Q4 2021 and held it in 5 quarters.
  • Atwood & Palmer's Calamos Global Dynamic Income Fund position peaked at $55K in Q4 2021.
  • 80 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q1 2023.

Based on Atwood & Palmer's 13F filing for Q1 2023, filed 21 Apr 2023.