BRWM
CHW

B. Riley Wealth Management’s Calamos Global Dynamic Income Fund CHW Stock Holding History

B. Riley Wealth Management’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
2020
Q4 		– Sell
-19,000
Closed -$154K – 403
2020
Q3 		$154K Buy
+19,000
New +$152K 0.02% 379
2020
Q2 		– Sell
-22,000
Closed -$126K – 444
2020
Q1 		$126K Buy
+22,000
New +$171K 0.01% 471

Other funds holding CHW

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
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TWM
Titus Wealth Management Larskpur, California $200M AUM 10.68% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

B. Riley Wealth Management's CHW Position: Q4 2020 in Review

B. Riley Wealth Management sold out of Calamos Global Dynamic Income Fund (CHW) in Q4 2020, closing a stake of 19,000 shares — an estimated $154K sold.

B. Riley Wealth Management first reported a position in CHW in Q1 2020 and held it in 2 quarters. The position peaked at $154K in Q3 2020. 61 funds tracked by Wall St. Rank hold CHW as of Q4 2020.

  • B. Riley Wealth Management reported no remaining Calamos Global Dynamic Income Fund position as of Q4 2020 after selling out during the quarter.
  • B. Riley Wealth Management sold 19,000 Calamos Global Dynamic Income Fund shares in Q4 2020, an estimated $154K.
  • B. Riley Wealth Management first reported a position in Calamos Global Dynamic Income Fund in Q1 2020 and held it in 2 quarters.
  • B. Riley Wealth Management's Calamos Global Dynamic Income Fund position peaked at $154K in Q3 2020.
  • 61 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q4 2020.

Based on B. Riley Wealth Management's 13F filing for Q4 2020, filed 11 Feb 2021.