Doliver Advisors’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Doliver Advisors’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 Q4	–	Sell	-31,820	Closed	-$305K	–	167
2021 Q3	$305K	Buy	+31,820	New	+$339K	0.1%	134
2019 Q2	–	Sell	-12,600	Closed	-$101K	–	152
2019 Q1	$101K	Sell	12,600 -104,826	-89%	-$802K	0.04%	117
2018 Q4	$769K	Buy	+117,426	New	+$888K	0.38%	32
2017 Q3	–	Sell	-13,552	Closed	-$116K	–	263
2017 Q2	$116K	Buy	+13,552	New	+$112K	0.06%	254
2017 Q1	–	Sell	-27,625	Closed	-$193K	–	230
2016 Q4	$193K	Buy	+27,625	New	+$198K	0.16%	175
2016 Q3	–	Sell	-140,876	Closed	-$993K	–	205
2016 Q2	$993K	Sell	140,876 -26,913	-16%	-$189K	0.84%	39
2016 Q1	$1.18M	Sell	167,789 -70,087	-29%	-$459K	1.04%	33
2015 Q4	$1.7M	Buy	237,876 +15,583	+7%	+$115K	1.35%	25
2015 Q3	$1.55M	Buy	222,293 +199,960	+895%	+$1.59M	1.15%	21
2015 Q2	$190K	Sell	22,333 -45,179	-67%	-$403K	0.13%	225
2015 Q1	$593K	Buy	+67,512	New	+$595K	0.38%	96
2014 Q4	–	Sell	-11,139	Closed	-$103K	–	237
2014 Q3	$103K	Buy	+11,139	New	+$107K	0.07%	264
2014 Q2	–	Sell	-154,912	Closed	-$1.39M	–	240
2014 Q1	$1.39M	Buy	+154,912	New	+$1.39M	0.92%	20
2013 Q4	–	Sell	-134,617	Closed	-$1.15M	–	268
2013 Q3	$1.15M	Buy	134,617 +93,426	+227%	+$785K	0.7%	11
2013 Q2	$344K	Buy	+41,191	New	+$363K	0.2%	225

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Penserra Capital Management Orinda, California $13B AUM 71.83% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Doliver Advisors's CHW Position: Q4 2021 in Review

Doliver Advisors sold out of Calamos Global Dynamic Income Fund (CHW) in Q4 2021, closing a stake of 31,820 shares — an estimated $305K sold.

Doliver Advisors first reported a position in CHW in Q2 2013 and held it in 15 quarters. The position peaked at $1.7M in Q4 2015. 79 funds tracked by Wall St. Rank hold CHW as of Q4 2021.

Doliver Advisors reported no remaining Calamos Global Dynamic Income Fund position as of Q4 2021 after selling out during the quarter.
Doliver Advisors sold 31,820 Calamos Global Dynamic Income Fund shares in Q4 2021, an estimated $305K.
Doliver Advisors first reported a position in Calamos Global Dynamic Income Fund in Q2 2013 and held it in 15 quarters.
Doliver Advisors's Calamos Global Dynamic Income Fund position peaked at $1.7M in Q4 2015.
79 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q4 2021.

Based on Doliver Advisors's 13F filing for Q4 2021, filed 7 Feb 2022.