Gradient Investments’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Gradient Investments’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
2023 Q1	–	Sell	-14,000	Closed	-$78.1K	–	1536
2022 Q4	$78.1K	Hold	14,000	–	–	﹤0.01%	427
2022 Q3	$85K	Hold	14,000	–	–	﹤0.01%	393
2022 Q2	$95K	Hold	14,000	–	–	﹤0.01%	383
2022 Q1	$124K	Sell	14,000 -60	-0.4%	-$543	﹤0.01%	346
2021 Q4	$140K	Buy	14,060 +60	+0.4%	+$605	﹤0.01%	318
2021 Q3	$134K	Hold	14,000	–	–	﹤0.01%	329
2021 Q2	$153K	Hold	14,000	–	–	﹤0.01%	315
2021 Q1	$143K	Buy	+14,000	New	+$139K	﹤0.01%	318

Other funds holding CHW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Gradient Investments's CHW Position: Q1 2023 in Review

Gradient Investments sold out of Calamos Global Dynamic Income Fund (CHW) in Q1 2023, closing a stake of 14,000 shares — an estimated $78.1K sold.

Gradient Investments first reported a position in CHW in Q1 2021 and held it in 8 quarters. The position peaked at $153K in Q2 2021. 80 funds tracked by Wall St. Rank hold CHW as of Q1 2023.

Gradient Investments reported no remaining Calamos Global Dynamic Income Fund position as of Q1 2023 after selling out during the quarter.
Gradient Investments sold 14,000 Calamos Global Dynamic Income Fund shares in Q1 2023, an estimated $78.1K.
Gradient Investments first reported a position in Calamos Global Dynamic Income Fund in Q1 2021 and held it in 8 quarters.
Gradient Investments's Calamos Global Dynamic Income Fund position peaked at $153K in Q2 2021.
80 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q1 2023.

Based on Gradient Investments's 13F filing for Q1 2023, filed 17 Apr 2023.