CWA
CGO

Clarus Wealth Advisors’s Calamos Global Total Return Fund CGO Stock Holding History

Clarus Wealth Advisors’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
2019
Q3 		– Sell
-100
Closed -$1K – 204
2019
Q2 		$1K Hold
100
– – ﹤0.01% 572
2019
Q1 		$1K Hold
100
– – ﹤0.01% 661
2018
Q4 		$1K Hold
100
– – ﹤0.01% 658
2018
Q3 		$1K Hold
100
– – ﹤0.01% 684
2018
Q2 		$1K Buy
+100
New +$1.41K ﹤0.01% 693

Other funds holding CGO

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Clarus Wealth Advisors's CGO Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Calamos Global Total Return Fund (CGO) in Q3 2019, closing a stake of 100 shares — an estimated $1K sold.

Clarus Wealth Advisors first reported a position in CGO in Q2 2018 and held it in 5 quarters. The position peaked at $1K in Q2 2019. 23 funds tracked by Wall St. Rank hold CGO as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Calamos Global Total Return Fund position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 100 Calamos Global Total Return Fund shares in Q3 2019, an estimated $1K.
  • Clarus Wealth Advisors first reported a position in Calamos Global Total Return Fund in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Calamos Global Total Return Fund position peaked at $1K in Q2 2019.
  • 23 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.