FFA
CGO

Founders Financial Alliance’s Calamos Global Total Return Fund CGO Stock Holding History

Founders Financial Alliance’s Portfolio CGO Stock Details CGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-525
Closed -$6K – 568
2020
Q3 		$6K Buy
+525
New +$6.5K ﹤0.01% 906

Other funds holding CGO

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
LWM
Laidlaw Wealth Management New York City, New York $28.8M AUM 37.7% 1-Year Est. Return

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

Founders Financial Alliance sold out of Calamos Global Total Return Fund (CGO) in Q4 2020, closing a stake of 525 shares — an estimated $6K sold.

Founders Financial Alliance first reported a position in CGO in Q3 2020 and held it in 1 quarter. The position peaked at $6K in Q3 2020. 23 funds tracked by Wall St. Rank hold CGO as of Q4 2020.

  • Founders Financial Alliance reported no remaining Calamos Global Total Return Fund position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 525 Calamos Global Total Return Fund shares in Q4 2020, an estimated $6K.
  • Founders Financial Alliance first reported a position in Calamos Global Total Return Fund in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Calamos Global Total Return Fund position peaked at $6K in Q3 2020.
  • 23 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q4 2020.

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