FGAM
CHW

Financial Gravity Asset Management’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Financial Gravity Asset Management’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
2019
Q3 		– Sell
-183
Closed -$1K – 1223
2019
Q2 		$1K Buy
+183
New +$1.48K ﹤0.01% 1015
2018
Q2 		– Sell
-771
Closed -$7K – 1426
2018
Q1 		$7K Buy
+771
New +$7.14K 0.01% 632

Other funds holding CHW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
9WM
9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return

Financial Gravity Asset Management's CHW Position: Q3 2019 in Review

Financial Gravity Asset Management sold out of Calamos Global Dynamic Income Fund (CHW) in Q3 2019, closing a stake of 183 shares — an estimated $1K sold.

Financial Gravity Asset Management first reported a position in CHW in Q1 2018 and held it in 2 quarters. The position peaked at $7K in Q1 2018. 53 funds tracked by Wall St. Rank hold CHW as of Q3 2019.

  • Financial Gravity Asset Management reported no remaining Calamos Global Dynamic Income Fund position as of Q3 2019 after selling out during the quarter.
  • Financial Gravity Asset Management sold 183 Calamos Global Dynamic Income Fund shares in Q3 2019, an estimated $1K.
  • Financial Gravity Asset Management first reported a position in Calamos Global Dynamic Income Fund in Q1 2018 and held it in 2 quarters.
  • Financial Gravity Asset Management's Calamos Global Dynamic Income Fund position peaked at $7K in Q1 2018.
  • 53 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q3 2019.

Based on Financial Gravity Asset Management's 13F filing for Q3 2019, filed 15 Oct 2019.