HGERS
CCD

Householder Group Estate & Retirement Specialist’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio CCD Stock Details CCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,195
Closed -$22.3K – 1155
2023
Q3 		$22.3K Buy
+1,195
New +$24.3K 0.01% 616
2023
Q1 		$25K Buy
+1,195
New +$26.6K 0.01% 591
2022
Q4 		– Sell
-1,195
Closed -$23K – 439
2022
Q3 		$23K Buy
+1,195
New +$27.6K 0.01% 542

Other funds holding CCD

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's CCD Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q4 2023, closing a stake of 1,195 shares — an estimated $22.3K sold.

Householder Group Estate & Retirement Specialist first reported a position in CCD in Q3 2022 and held it in 3 quarters. The position peaked at $25K in Q1 2023. 64 funds tracked by Wall St. Rank hold CCD as of Q4 2023.

  • Householder Group Estate & Retirement Specialist reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q4 2023 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 1,195 Calamos Dynamic Convertible & Income Fund shares in Q4 2023, an estimated $22.3K.
  • Householder Group Estate & Retirement Specialist first reported a position in Calamos Dynamic Convertible & Income Fund in Q3 2022 and held it in 3 quarters.
  • Householder Group Estate & Retirement Specialist's Calamos Dynamic Convertible & Income Fund position peaked at $25K in Q1 2023.
  • 64 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.