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

Creative 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
2017 Q3	–	Sell	-3,000	Closed	-$60K	–	2164
2017 Q2	$60K	Hold	3,000	–	–	﹤0.01%	2370
2017 Q1	$58K	Hold	3,000	–	–	﹤0.01%	2361
2016 Q4	$53K	Hold	3,000	–	–	﹤0.01%	2346
2016 Q3	$56K	Hold	3,000	–	–	﹤0.01%	2271
2016 Q2	$55K	Hold	3,000	–	–	﹤0.01%	2073
2016 Q1	$52K	Hold	3,000	–	–	﹤0.01%	2066
2015 Q4	$54K	Hold	3,000	–	–	﹤0.01%	2055
2015 Q3	$55K	Buy	+3,000	New	+$61.5K	﹤0.01%	1972

Other funds holding CCD

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Creative Planning's CCD Position: Q3 2017 in Review

Creative Planning sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q3 2017, closing a stake of 3,000 shares — an estimated $60K sold.

Creative Planning first reported a position in CCD in Q3 2015 and held it in 8 quarters. The position peaked at $60K in Q2 2017. 28 funds tracked by Wall St. Rank hold CCD as of Q3 2017.

Creative Planning reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 3,000 Calamos Dynamic Convertible & Income Fund shares in Q3 2017, an estimated $60K.
Creative Planning first reported a position in Calamos Dynamic Convertible & Income Fund in Q3 2015 and held it in 8 quarters.
Creative Planning's Calamos Dynamic Convertible & Income Fund position peaked at $60K in Q2 2017.
28 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.