Fidelity Investments’s Calamos Global Total Return Fund CGO Stock Holding History

Fidelity Investments’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
2025 Q1	–	Sell	-1	Closed	-$11	–	5342
2024 Q4	$11	Buy	+1	New	+$12	﹤0.01%	5431
2023 Q2	–	Sell	-1	Closed	-$9	–	5395
2023 Q1	$9	Buy	+1	New	+$10	﹤0.01%	5180
2020 Q3	–	Sell	-1	Closed	–	–	3700
2020 Q2	$0	Buy	+1	New	+$10	﹤0.01%	3631
2019 Q1	–	Sell	-1	Closed	–	–	3650
2018 Q4	$0	Buy	+1	New	+$12	﹤0.01%	3567

Other funds holding CGO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PWA

Prairie Wealth Advisors Omaha, Nebraska $231M AUM 23.67% 1-Year Est. Return

Fidelity Investments's CGO Position: Q1 2025 in Review

Fidelity Investments sold out of Calamos Global Total Return Fund (CGO) in Q1 2025, closing a stake of 1 share — an estimated $11 sold.

Fidelity Investments first reported a position in CGO in Q4 2018 and held it in 4 quarters. The position peaked at $11 in Q4 2024. 37 funds tracked by Wall St. Rank hold CGO as of Q1 2025.

Fidelity Investments reported no remaining Calamos Global Total Return Fund position as of Q1 2025 after selling out during the quarter.
Fidelity Investments sold 1 Calamos Global Total Return Fund share in Q1 2025, an estimated $11.
Fidelity Investments first reported a position in Calamos Global Total Return Fund in Q4 2018 and held it in 4 quarters.
Fidelity Investments's Calamos Global Total Return Fund position peaked at $11 in Q4 2024.
37 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.