Carson Wealth (CWM LLC)
CHW icon

Carson Wealth (CWM LLC)’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Carson Wealth (CWM LLC)’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
2015
Q4 		– Sell
-2,500
Closed -$17K – 692
2015
Q3 		$17K Buy
+2,500
New +$19.9K ﹤0.01% 384

Other funds holding CHW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vident Investment Advisory
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CHW Position: Q4 2015 in Review

Carson Wealth (CWM LLC) sold out of Calamos Global Dynamic Income Fund (CHW) in Q4 2015, closing a stake of 2,500 shares — an estimated $17K sold.

Carson Wealth (CWM LLC) first reported a position in CHW in Q3 2015 and held it in 1 quarter. The position peaked at $17K in Q3 2015. 64 funds tracked by Wall St. Rank hold CHW as of Q4 2015.

  • Carson Wealth (CWM LLC) reported no remaining Calamos Global Dynamic Income Fund position as of Q4 2015 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2,500 Calamos Global Dynamic Income Fund shares in Q4 2015, an estimated $17K.
  • Carson Wealth (CWM LLC) first reported a position in Calamos Global Dynamic Income Fund in Q3 2015 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Calamos Global Dynamic Income Fund position peaked at $17K in Q3 2015.
  • 64 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q4 2015.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2015, filed 1 Feb 2016.