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Fortem Financial Group’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Fortem Financial Group’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
Q1 		– Sell
-3,606
Closed -$34K – 210
2020
Q4 		$34K Buy
+3,606
New +$32.2K 0.02% 270

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Advisors Asset Management
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Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James & Associates
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fortem Financial Group's CHW Position: Q1 2021 in Review

Fortem Financial Group sold out of Calamos Global Dynamic Income Fund (CHW) in Q1 2021, closing a stake of 3,606 shares — an estimated $34K sold.

Fortem Financial Group first reported a position in CHW in Q4 2020 and held it in 1 quarter. The position peaked at $34K in Q4 2020. 73 funds tracked by Wall St. Rank hold CHW as of Q1 2021.

  • Fortem Financial Group reported no remaining Calamos Global Dynamic Income Fund position as of Q1 2021 after selling out during the quarter.
  • Fortem Financial Group sold 3,606 Calamos Global Dynamic Income Fund shares in Q1 2021, an estimated $34K.
  • Fortem Financial Group first reported a position in Calamos Global Dynamic Income Fund in Q4 2020 and held it in 1 quarter.
  • Fortem Financial Group's Calamos Global Dynamic Income Fund position peaked at $34K in Q4 2020.
  • 73 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.