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

First Foundation 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 Q2	–	Sell	-10,000	Closed	-$102K	–	454
2021 Q1	$102K	Hold	10,000	–	–	﹤0.01%	407
2020 Q4	$96K	Hold	10,000	–	–	﹤0.01%	406
2020 Q3	$81K	Hold	10,000	–	–	﹤0.01%	366
2020 Q2	$73K	Hold	10,000	–	–	﹤0.01%	348
2020 Q1	$57K	Hold	10,000	–	–	﹤0.01%	332
2019 Q4	$87K	Hold	10,000	–	–	﹤0.01%	344
2019 Q3	$78K	Hold	10,000	–	–	﹤0.01%	354
2019 Q2	$81K	Hold	10,000	–	–	﹤0.01%	341
2019 Q1	$80K	Hold	10,000	–	–	﹤0.01%	326
2018 Q4	$65K	Hold	10,000	–	–	﹤0.01%	369
2018 Q3	$91K	Hold	10,000	–	–	0.01%	347
2018 Q2	$90K	Hold	10,000	–	–	0.01%	319
2018 Q1	$90K	Hold	10,000	–	–	0.01%	307
2017 Q4	$91K	Hold	10,000	–	–	﹤0.01%	316
2017 Q3	$90K	Buy	+10,000	New	+$87.6K	0.01%	296

Other funds holding CHW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AAM

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

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

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

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

RJA

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

TWM

Titus Wealth Management Larskpur, California $200M AUM 10.68% 1-Year Est. Return

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

First Foundation Advisors's CHW Position: Q2 2021 in Review

First Foundation Advisors sold out of Calamos Global Dynamic Income Fund (CHW) in Q2 2021, closing a stake of 10,000 shares — an estimated $102K sold.

First Foundation Advisors first reported a position in CHW in Q3 2017 and held it in 15 quarters. The position peaked at $102K in Q1 2021. 66 funds tracked by Wall St. Rank hold CHW as of Q2 2021.

First Foundation Advisors reported no remaining Calamos Global Dynamic Income Fund position as of Q2 2021 after selling out during the quarter.
First Foundation Advisors sold 10,000 Calamos Global Dynamic Income Fund shares in Q2 2021, an estimated $102K.
First Foundation Advisors first reported a position in Calamos Global Dynamic Income Fund in Q3 2017 and held it in 15 quarters.
First Foundation Advisors's Calamos Global Dynamic Income Fund position peaked at $102K in Q1 2021.
66 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q2 2021.

Based on First Foundation Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.