Creative Planning
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Creative Planning’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Creative Planning’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
2021
Q2 		– Sell
-11,600
Closed -$119K – 2162
2021
Q1 		$119K Buy
+11,600
New +$115K ﹤0.01% 2218
2017
Q3 		– Sell
-3,500
Closed -$30K – 2199
2017
Q2 		$30K Sell
3,500
-4,650
-57% -$38.4K ﹤0.01% 2878
2017
Q1 		$64K Buy
8,150
+5,990
+277% +$45.1K ﹤0.01% 2286
2016
Q4 		$15K Buy
2,160
+548
+34% +$3.93K ﹤0.01% 3260
2016
Q3 		$12K Buy
1,612
+1,137
+239% +$8.37K ﹤0.01% 3376
2016
Q2 		$3K Sell
475
-1,000
-68% -$7.01K ﹤0.01% 3861
2016
Q1 		$10K Sell
1,475
-525
-26% -$3.44K ﹤0.01% 3216
2015
Q4 		$14K Hold
2,000
– – ﹤0.01% 3061
2015
Q3 		$14K Buy
+2,000
New +$15.9K ﹤0.01% 2983
2015
Q2 		– Sell
-2,200
Closed -$19K – 1416
2015
Q1 		$19K Hold
2,200
– – ﹤0.01% 2750
2014
Q4 		$20K Sell
2,200
-1,915
-47% -$16.9K ﹤0.01% 2646
2014
Q3 		$38K Buy
4,115
+2,062
+100% +$19.7K ﹤0.01% 2099
2014
Q2 		$20K Buy
2,053
+53
+3% +$495 ﹤0.01% 2476
2014
Q1 		$18K Sell
2,000
-1,215
-38% -$10.9K ﹤0.01% 2437
2013
Q4 		$29K Sell
3,215
-2,610
-45% -$22.9K ﹤0.01% 1967
2013
Q3 		$50K Buy
5,825
+500
+9% +$4.2K ﹤0.01% 1501
2013
Q2 		$44K Buy
+5,325
New +$47K ﹤0.01% 1451

Other funds holding CHW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TWM
Titus Wealth Management Larskpur, California $200M AUM 10.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning's CHW Position: Q2 2021 in Review

Creative Planning sold out of Calamos Global Dynamic Income Fund (CHW) in Q2 2021, closing a stake of 11,600 shares — an estimated $119K sold.

Creative Planning first reported a position in CHW in Q2 2013 and held it in 17 quarters. The position peaked at $119K in Q1 2021. 66 funds tracked by Wall St. Rank hold CHW as of Q2 2021.

  • Creative Planning reported no remaining Calamos Global Dynamic Income Fund position as of Q2 2021 after selling out during the quarter.
  • Creative Planning sold 11,600 Calamos Global Dynamic Income Fund shares in Q2 2021, an estimated $119K.
  • Creative Planning first reported a position in Calamos Global Dynamic Income Fund in Q2 2013 and held it in 17 quarters.
  • Creative Planning's Calamos Global Dynamic Income Fund position peaked at $119K in Q1 2021.
  • 66 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q2 2021.

Based on Creative Planning's 13F filing for Q2 2021, filed 4 Aug 2021.