Cue Advisory Services’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Cue Advisory Services’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
2018 Q4	–	Sell	-12,600	Closed	-$114K	–	22
2018 Q3	$114K	Hold	12,600	–	–	0.07%	145
2018 Q2	$113K	Hold	12,600	–	–	0.07%	144
2018 Q1	$113K	Sell	12,600 -2,530	-17%	-$23.4K	0.07%	145
2017 Q4	$137K	Hold	15,130	–	–	0.09%	155
2017 Q3	$137K	Hold	15,130	–	–	0.1%	150
2017 Q2	$129K	Sell	15,130 -3,000	-17%	-$24.8K	0.09%	152
2017 Q1	$141K	Hold	18,130	–	–	0.11%	150
2016 Q4	$126K	Sell	18,130 -2,700	-13%	-$19.3K	0.1%	149
2016 Q3	$156K	Hold	20,830	–	–	0.13%	144
2016 Q2	$146K	Buy	20,830 +1,100	+6%	+$7.71K	0.13%	142
2016 Q1	$139K	Sell	19,730 -6,700	-25%	-$43.9K	0.12%	140
2015 Q4	$189K	Sell	26,430 -3,000	-10%	-$22.1K	0.17%	142
2015 Q3	$205K	Hold	29,430	–	–	0.21%	127
2015 Q2	$250K	Buy	29,430 +4,550	+18%	+$40.6K	0.24%	123
2015 Q1	$218K	Hold	24,880	–	–	0.22%	131
2014 Q4	$230K	Buy	+24,880	New	+$219K	0.24%	126

Other funds holding CHW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

CCP

Clough Capital Partners Boston, Massachusetts $1.23B AUM 51.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cue Advisory Services's CHW Position: Q4 2018 in Review

Cue Advisory Services sold out of Calamos Global Dynamic Income Fund (CHW) in Q4 2018, closing a stake of 12,600 shares — an estimated $114K sold.

Cue Advisory Services first reported a position in CHW in Q4 2014 and held it in 16 quarters. The position peaked at $250K in Q2 2015. 66 funds tracked by Wall St. Rank hold CHW as of Q4 2018.

Cue Advisory Services reported no remaining Calamos Global Dynamic Income Fund position as of Q4 2018 after selling out during the quarter.
Cue Advisory Services sold 12,600 Calamos Global Dynamic Income Fund shares in Q4 2018, an estimated $114K.
Cue Advisory Services first reported a position in Calamos Global Dynamic Income Fund in Q4 2014 and held it in 16 quarters.
Cue Advisory Services's Calamos Global Dynamic Income Fund position peaked at $250K in Q2 2015.
66 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q4 2018.

Based on Cue Advisory Services's 13F filing for Q4 2018.