GWA
CHW

Genesis Wealth Advisors’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Genesis Wealth 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
2015
Q2 		$26.8K Hold
3,155
– – 0.02% 257
2015
Q1 		$27.8K Hold
3,155
– – 0.02% 258
2014
Q4 		$28.6K Buy
+3,155
New +$27.8K 0.02% 275

Other funds holding CHW

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

Genesis Wealth Advisors's CHW Position: Q2 2015 in Review

Genesis Wealth Advisors held its Calamos Global Dynamic Income Fund (CHW) position steady in Q2 2015 at 3,155 shares worth $26.8K. The position accounts for 0.02% of the portfolio, ranked #257.

Genesis Wealth Advisors first reported a position in CHW in Q4 2014 and has held it in 3 quarters since. The position peaked at $28.6K in Q4 2014. 48 funds tracked by Wall St. Rank hold CHW as of Q2 2015.

  • Genesis Wealth Advisors held 3,155 shares of Calamos Global Dynamic Income Fund worth $26.8K as of Q2 2015.
  • Genesis Wealth Advisors left its Calamos Global Dynamic Income Fund share count unchanged in Q2 2015.
  • Calamos Global Dynamic Income Fund made up 0.02% of Genesis Wealth Advisors's portfolio in Q2 2015, its #257 holding.
  • Genesis Wealth Advisors first reported a position in Calamos Global Dynamic Income Fund in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Calamos Global Dynamic Income Fund position peaked at $28.6K in Q4 2014.
  • 48 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.