CWP
CHW

Capital Wealth Planning’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Capital Wealth Planning’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
Q2 		– Sell
-36,502
Closed -$210K – 122
2020
Q1 		$210K Buy
+36,502
New +$283K 0.01% 206

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Capital Wealth Planning sold out of Calamos Global Dynamic Income Fund (CHW) in Q2 2020, closing a stake of 36,502 shares — an estimated $210K sold.

Capital Wealth Planning first reported a position in CHW in Q1 2020 and held it in 1 quarter. The position peaked at $210K in Q1 2020. 59 funds tracked by Wall St. Rank hold CHW as of Q2 2020.

  • Capital Wealth Planning reported no remaining Calamos Global Dynamic Income Fund position as of Q2 2020 after selling out during the quarter.
  • Capital Wealth Planning sold 36,502 Calamos Global Dynamic Income Fund shares in Q2 2020, an estimated $210K.
  • Capital Wealth Planning first reported a position in Calamos Global Dynamic Income Fund in Q1 2020 and held it in 1 quarter.
  • Capital Wealth Planning's Calamos Global Dynamic Income Fund position peaked at $210K in Q1 2020.
  • 59 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q2 2020.

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