Fidelity Investments
CGO

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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PWA
Prairie Wealth Advisors Omaha, Nebraska $420M AUM 21.83% 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.