CWM
CCD

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

Calamos 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
2017
Q3 		– Sell
-1,107,790
Closed -$22.2M – 227
2017
Q2 		$22.2M Hold
1,107,790
– – 3.14% 3
2017
Q1 		$21.3M Hold
1,107,790
– – 3.18% 3
2016
Q4 		$19.4M Hold
1,107,790
– – 3.13% 3
2016
Q3 		$20.6M Hold
1,107,790
– – 3.56% 1
2016
Q2 		$20.2M Hold
1,107,790
– – 3.58% 1
2016
Q1 		$19.1M Buy
1,107,790
+317,925
+40% +$5.29M 3.72% 1
2015
Q4 		$14.3M Buy
+789,865
New +$14.7M 2.86% 3

Other funds holding CCD

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $330M AUM 18.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return