B. Riley Wealth Advisors’s Calamos Global Total Return Fund CGO Stock Holding History

B. Riley Wealth 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
2015 Q1	–	Sell	-419	Closed	-$6	–	786
2014 Q4	$6	Buy	+419	New	+$5.65K	﹤0.01%	3072
2014 Q3	–	Sell	-419	Closed	-$6.22K	–	842
2014 Q2	$6.22K	Buy	+419	New	+$6.17K	﹤0.01%	1974

Other funds holding CGO

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

B. Riley Wealth Advisors's CGO Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Calamos Global Total Return Fund (CGO) in Q1 2015, closing a stake of 419 shares — an estimated $6 sold.

B. Riley Wealth Advisors first reported a position in CGO in Q2 2014 and held it in 2 quarters. The position peaked at $6.22K in Q2 2014. 18 funds tracked by Wall St. Rank hold CGO as of Q1 2015.

B. Riley Wealth Advisors reported no remaining Calamos Global Total Return Fund position as of Q1 2015 after selling out during the quarter.
B. Riley Wealth Advisors sold 419 Calamos Global Total Return Fund shares in Q1 2015, an estimated $6.
B. Riley Wealth Advisors first reported a position in Calamos Global Total Return Fund in Q2 2014 and held it in 2 quarters.
B. Riley Wealth Advisors's Calamos Global Total Return Fund position peaked at $6.22K in Q2 2014.
18 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.