DA
CCD

DCM Advisors’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

DCM Advisors’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
2021
Q4 		– Sell
-14,258
Closed -$434K – 228
2021
Q3 		$434K Sell
14,258
-1,050
-7% -$32.6K 0.17% 148
2021
Q2 		$477K Hold
15,308
– – 0.27% 112
2021
Q1 		$490K Sell
15,308
-1,000
-6% -$31K 0.29% 116
2020
Q4 		$459K Buy
+16,308
New +$422K 0.27% 106

Other funds holding CCD

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DCM Advisors's CCD Position: Q4 2021 in Review

DCM Advisors sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q4 2021, closing a stake of 14,258 shares — an estimated $434K sold.

DCM Advisors first reported a position in CCD in Q4 2020 and held it in 4 quarters. The position peaked at $490K in Q1 2021. 68 funds tracked by Wall St. Rank hold CCD as of Q4 2021.

  • DCM Advisors reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q4 2021 after selling out during the quarter.
  • DCM Advisors sold 14,258 Calamos Dynamic Convertible & Income Fund shares in Q4 2021, an estimated $434K.
  • DCM Advisors first reported a position in Calamos Dynamic Convertible & Income Fund in Q4 2020 and held it in 4 quarters.
  • DCM Advisors's Calamos Dynamic Convertible & Income Fund position peaked at $490K in Q1 2021.
  • 68 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q4 2021.

Based on DCM Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.