FFG
CCD

Ford Financial Group’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Ford Financial Group’s Portfolio CCD Stock Details CCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-11,238
Closed -$230K – 18
2022
Q4 		$230K Buy
11,238
+1
+0% +$22 0.09% 108
2022
Q3 		$225K Hold
11,237
– – 0.09% 107
2022
Q2 		$240K Hold
11,237
– – 0.1% 104
2022
Q1 		$288K Hold
11,237
– – 0.11% 95
2021
Q4 		$353 Hold
11,237
– – 0.07% 70
2021
Q3 		$341K Hold
11,237
– – 0.13% 68
2021
Q2 		$350K Hold
11,237
– – 0.13% 67
2021
Q1 		$359K Hold
11,237
– – 0.15% 63
2020
Q4 		$316K Hold
11,237
– – 0.15% 63
2020
Q3 		$257K Hold
11,237
– – 0.14% 66
2020
Q2 		$237K Sell
11,237
-2,800
-20% -$52.7K 0.13% 77
2020
Q1 		$234K Buy
14,037
+26
+0.2% +$514 0.16% 68
2019
Q4 		$296K Buy
14,011
+1,667
+14% +$34.5K 0.17% 61
2019
Q3 		$248K Sell
12,344
-1,956
-14% -$39.9K 0.16% 66
2019
Q2 		$288K Sell
14,300
-928
-6% -$18.4K 0.2% 58
2019
Q1 		$309K Hold
15,228
– – 0.22% 44
2018
Q4 		$249K Hold
15,228
– – 0.19% 46
2018
Q3 		$333K Buy
15,228
+1,000
+7% +$22.1K 0.24% 28
2018
Q2 		$307K Hold
14,228
– – 0.22% 29
2018
Q1 		$279K Hold
14,228
– – 0.22% 32
2017
Q4 		$290K Buy
+14,228
New +$292K 0.22% 30

Other funds holding CCD

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Ford Financial Group's CCD Position: Q1 2023 in Review

Ford Financial Group sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q1 2023, closing a stake of 11,238 shares — an estimated $230K sold.

Ford Financial Group first reported a position in CCD in Q4 2017 and held it in 21 quarters. The position peaked at $359K in Q1 2021. 56 funds tracked by Wall St. Rank hold CCD as of Q1 2023.

  • Ford Financial Group reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q1 2023 after selling out during the quarter.
  • Ford Financial Group sold 11,238 Calamos Dynamic Convertible & Income Fund shares in Q1 2023, an estimated $230K.
  • Ford Financial Group first reported a position in Calamos Dynamic Convertible & Income Fund in Q4 2017 and held it in 21 quarters.
  • Ford Financial Group's Calamos Dynamic Convertible & Income Fund position peaked at $359K in Q1 2021.
  • 56 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.