GI
CHW

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return