HighTower Advisors
CGO

HighTower Advisors’s Calamos Global Total Return Fund CGO Stock Holding History

HighTower Advisors’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
2017
Q3 		– Sell
-11,310
Closed -$149K – 2247
2017
Q2 		$149K Sell
11,310
-70,021
-86% -$889K ﹤0.01% 1891
2017
Q1 		$975K Buy
81,331
+8,277
+11% +$94.4K 0.01% 1042
2016
Q4 		$772K Sell
73,054
-1,359
-2% -$14.6K 0.01% 1083
2016
Q3 		$852K Buy
74,413
+40,245
+118% +$456K 0.01% 989
2016
Q2 		$366K Buy
34,168
+17,724
+108% +$194K ﹤0.01% 1253
2016
Q1 		$183K Buy
+16,444
New +$171K ﹤0.01% 1823

Other funds holding CGO

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

HighTower Advisors's CGO Position: Q3 2017 in Review

HighTower Advisors sold out of Calamos Global Total Return Fund (CGO) in Q3 2017, closing a stake of 11,310 shares — an estimated $149K sold.

HighTower Advisors first reported a position in CGO in Q1 2016 and held it in 6 quarters. The position peaked at $975K in Q1 2017. 17 funds tracked by Wall St. Rank hold CGO as of Q3 2017.

  • HighTower Advisors reported no remaining Calamos Global Total Return Fund position as of Q3 2017 after selling out during the quarter.
  • HighTower Advisors sold 11,310 Calamos Global Total Return Fund shares in Q3 2017, an estimated $149K.
  • HighTower Advisors first reported a position in Calamos Global Total Return Fund in Q1 2016 and held it in 6 quarters.
  • HighTower Advisors's Calamos Global Total Return Fund position peaked at $975K in Q1 2017.
  • 17 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q3 2017.

Based on HighTower Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.