FFA
CCD

Founders Financial Alliance’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-1,685
Closed -$39K – 555
2020
Q3 		$39K Buy
+1,685
New +$38.2K 0.02% 424

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GC
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Founders Financial Alliance's CCD Position: Q4 2020 in Review

Founders Financial Alliance sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q4 2020, closing a stake of 1,685 shares — an estimated $39K sold.

Founders Financial Alliance first reported a position in CCD in Q3 2020 and held it in 1 quarter. The position peaked at $39K in Q3 2020. 64 funds tracked by Wall St. Rank hold CCD as of Q4 2020.

  • Founders Financial Alliance reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 1,685 Calamos Dynamic Convertible & Income Fund shares in Q4 2020, an estimated $39K.
  • Founders Financial Alliance first reported a position in Calamos Dynamic Convertible & Income Fund in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Calamos Dynamic Convertible & Income Fund position peaked at $39K in Q3 2020.
  • 64 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.