Creative Planning
CGO

Creative Planning’s Calamos Global Total Return Fund CGO Stock Holding History

Creative Planning’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
Q3 		– Sell
-1,000
Closed -$13K – 2184
2017
Q2 		$13K Buy
+1,000
New +$12.7K ﹤0.01% 3444
2017
Q1 		– Sell
-485
Closed -$5K – 4666
2016
Q4 		$5K Buy
+485
New +$5.21K ﹤0.01% 3937

Other funds holding CGO

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Creative Planning's CGO Position: Q3 2017 in Review

Creative Planning sold out of Calamos Global Total Return Fund (CGO) in Q3 2017, closing a stake of 1,000 shares — an estimated $13K sold.

Creative Planning first reported a position in CGO in Q4 2016 and held it in 2 quarters. The position peaked at $13K in Q2 2017. 17 funds tracked by Wall St. Rank hold CGO as of Q3 2017.

  • Creative Planning reported no remaining Calamos Global Total Return Fund position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 1,000 Calamos Global Total Return Fund shares in Q3 2017, an estimated $13K.
  • Creative Planning first reported a position in Calamos Global Total Return Fund in Q4 2016 and held it in 2 quarters.
  • Creative Planning's Calamos Global Total Return Fund position peaked at $13K in Q2 2017.
  • 17 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q3 2017.

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