BOK Financial
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BOK Financial’s Calamos Global Total Return Fund CGO Stock Holding History

BOK Financial’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
2017
Q4 		– Sell
-7,650
Closed -$103K – 931
2017
Q3 		$103K Buy
+7,650
New +$102K ﹤0.01% 932

Other funds holding CGO

Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Advisor Group
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Bard Associates
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

BOK Financial's CGO Position: Q4 2017 in Review

BOK Financial sold out of Calamos Global Total Return Fund (CGO) in Q4 2017, closing a stake of 7,650 shares — an estimated $103K sold.

BOK Financial first reported a position in CGO in Q3 2017 and held it in 1 quarter. The position peaked at $103K in Q3 2017. 14 funds tracked by Wall St. Rank hold CGO as of Q4 2017.

  • BOK Financial reported no remaining Calamos Global Total Return Fund position as of Q4 2017 after selling out during the quarter.
  • BOK Financial sold 7,650 Calamos Global Total Return Fund shares in Q4 2017, an estimated $103K.
  • BOK Financial first reported a position in Calamos Global Total Return Fund in Q3 2017 and held it in 1 quarter.
  • BOK Financial's Calamos Global Total Return Fund position peaked at $103K in Q3 2017.
  • 14 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q4 2017.

Based on BOK Financial's 13F filing for Q4 2017, filed 14 Feb 2018.