Baystate Wealth Management’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Baystate Wealth Management’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
2023 Q4	$10.1K	Buy	+510	New	+$9.52K	﹤0.01%	718

Other funds holding CCD

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAM

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Baystate Wealth Management's CCD Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Calamos Dynamic Convertible & Income Fund (CCD) in Q4 2023: 510 shares worth $10.1K. The stake represents ﹤0.01% of the portfolio and ranks #718 among its holdings.

64 funds tracked by Wall St. Rank hold CCD as of Q4 2023.

Baystate Wealth Management held 510 shares of Calamos Dynamic Convertible & Income Fund worth $10.1K as of Q4 2023.
Calamos Dynamic Convertible & Income Fund was a new Baystate Wealth Management position in Q4 2023.
Calamos Dynamic Convertible & Income Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #718 holding.
64 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.