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Gilliland Jeter Wealth Management’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Gilliland Jeter Wealth Management’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
2024
Q4 		– Sell
-5,000
Closed -$35.9K – 253
2024
Q3 		$35.9K Hold
5,000
– – 0.01% 335
2024
Q2 		$34.3K Hold
5,000
– – 0.01% 329
2024
Q1 		$32.5K Buy
+5,000
New +$30.5K 0.01% 328

Other funds holding CHW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
AQR Arbitrage
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Gilliland Jeter Wealth Management's CHW Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Calamos Global Dynamic Income Fund (CHW) in Q4 2024, closing a stake of 5,000 shares — an estimated $35.9K sold.

Gilliland Jeter Wealth Management first reported a position in CHW in Q1 2024 and held it in 3 quarters. The position peaked at $35.9K in Q3 2024. 93 funds tracked by Wall St. Rank hold CHW as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Calamos Global Dynamic Income Fund position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 5,000 Calamos Global Dynamic Income Fund shares in Q4 2024, an estimated $35.9K.
  • Gilliland Jeter Wealth Management first reported a position in Calamos Global Dynamic Income Fund in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Calamos Global Dynamic Income Fund position peaked at $35.9K in Q3 2024.
  • 93 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.