CWP
CCD

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

Capital Wealth Planning’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
2020
Q2 		– Sell
-19,411
Closed -$324K – 120
2020
Q1 		$324K Buy
+19,411
New +$383K 0.02% 159

Other funds holding CCD

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B 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
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Capital Wealth Planning's CCD Position: Q2 2020 in Review

Capital Wealth Planning sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q2 2020, closing a stake of 19,411 shares — an estimated $324K sold.

Capital Wealth Planning first reported a position in CCD in Q1 2020 and held it in 1 quarter. The position peaked at $324K in Q1 2020. 46 funds tracked by Wall St. Rank hold CCD as of Q2 2020.

  • Capital Wealth Planning reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q2 2020 after selling out during the quarter.
  • Capital Wealth Planning sold 19,411 Calamos Dynamic Convertible & Income Fund shares in Q2 2020, an estimated $324K.
  • Capital Wealth Planning first reported a position in Calamos Dynamic Convertible & Income Fund in Q1 2020 and held it in 1 quarter.
  • Capital Wealth Planning's Calamos Dynamic Convertible & Income Fund position peaked at $324K in Q1 2020.
  • 46 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q2 2020.

Based on Capital Wealth Planning's 13F filing for Q2 2020, filed 14 Aug 2020.