BRWA
CCD

B. Riley Wealth Advisors’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

B. Riley Wealth Advisors’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
Q3 		– Sell
-7,792
Closed -$243K – 1418
2021
Q2 		$243K Sell
7,792
-2,309
-23% -$73.7K 0.01% 1131
2021
Q1 		$324K Buy
10,101
+1,484
+17% +$46.1K 0.01% 952
2020
Q4 		$243K Sell
8,617
-4,324
-33% -$112K 0.01% 860
2020
Q3 		$291K Buy
+12,941
New +$294K 0.02% 721

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
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

B. Riley Wealth Advisors's CCD Position: Q3 2021 in Review

B. Riley Wealth Advisors sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q3 2021, closing a stake of 7,792 shares — an estimated $243K sold.

B. Riley Wealth Advisors first reported a position in CCD in Q3 2020 and held it in 4 quarters. The position peaked at $324K in Q1 2021. 73 funds tracked by Wall St. Rank hold CCD as of Q3 2021.

  • B. Riley Wealth Advisors reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q3 2021 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 7,792 Calamos Dynamic Convertible & Income Fund shares in Q3 2021, an estimated $243K.
  • B. Riley Wealth Advisors first reported a position in Calamos Dynamic Convertible & Income Fund in Q3 2020 and held it in 4 quarters.
  • B. Riley Wealth Advisors's Calamos Dynamic Convertible & Income Fund position peaked at $324K in Q1 2021.
  • 73 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q3 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2021, filed 16 Nov 2021.