FGC
CHW

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

Financial Gravity Companies’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
2018
Q1 		$7K Buy
771
+278
+56% +$2.58K 0.01% 632
2017
Q4 		$5K Buy
+493
New +$4.48K 0.01% 708

Other funds holding CHW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Financial Gravity Companies's CHW Position: Q1 2018 in Review

Financial Gravity Companies increased its Calamos Global Dynamic Income Fund (CHW) stake by 56% in Q1 2018, buying an estimated $2.58K and bringing the position to 771 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #632.

Financial Gravity Companies first reported a position in CHW in Q4 2017 and has held it in 2 quarters since. 56 funds tracked by Wall St. Rank hold CHW as of Q1 2018.

  • Financial Gravity Companies held 771 shares of Calamos Global Dynamic Income Fund worth $7K as of Q1 2018.
  • Financial Gravity Companies bought 278 Calamos Global Dynamic Income Fund shares in Q1 2018, an estimated $2.58K.
  • Calamos Global Dynamic Income Fund made up 0.01% of Financial Gravity Companies's portfolio in Q1 2018, its #632 holding.
  • Financial Gravity Companies first reported a position in Calamos Global Dynamic Income Fund in Q4 2017 and has held it in 2 quarters since.
  • 56 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.