CIBC Private Wealth Group
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CIBC Private Wealth Group’s Calamos Global Total Return Fund CGO Stock Holding History

CIBC Private Wealth Group’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
Q2 		– Sell
-18,800
Closed -$226K – 597
2017
Q1 		$226K Buy
+18,800
New +$214K ﹤0.01% 570

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
Bard Associates
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

CIBC Private Wealth Group's CGO Position: Q2 2017 in Review

CIBC Private Wealth Group sold out of Calamos Global Total Return Fund (CGO) in Q2 2017, closing a stake of 18,800 shares — an estimated $226K sold.

CIBC Private Wealth Group first reported a position in CGO in Q1 2017 and held it in 1 quarter. The position peaked at $226K in Q1 2017. 20 funds tracked by Wall St. Rank hold CGO as of Q2 2017.

  • CIBC Private Wealth Group reported no remaining Calamos Global Total Return Fund position as of Q2 2017 after selling out during the quarter.
  • CIBC Private Wealth Group sold 18,800 Calamos Global Total Return Fund shares in Q2 2017, an estimated $226K.
  • CIBC Private Wealth Group first reported a position in Calamos Global Total Return Fund in Q1 2017 and held it in 1 quarter.
  • CIBC Private Wealth Group's Calamos Global Total Return Fund position peaked at $226K in Q1 2017.
  • 20 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q2 2017.

Based on CIBC Private Wealth Group's 13F filing for Q2 2017, filed 9 Aug 2017.