IFP Advisors’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

IFP Advisors’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
2019 Q1	$128K	Buy	6,325 +4,500	+247%	+$86.4K	0.02%	603
2018 Q4	$30K	Hold	1,825	–	–	﹤0.01%	1891
2018 Q3	$40K	Hold	1,825	–	–	﹤0.01%	2009
2018 Q2	$39K	Hold	1,825	–	–	﹤0.01%	2065
2018 Q1	$37K	Hold	1,825	–	–	﹤0.01%	1989
2017 Q4	$37K	Sell	1,825 -6,233	-77%	-$128K	﹤0.01%	2010
2017 Q3	$166K	Buy	8,058 +800	+11%	+$16.3K	0.01%	1253
2017 Q2	$145K	Hold	7,258	–	–	0.01%	1307
2017 Q1	$139K	Hold	7,258	–	–	0.01%	1308
2016 Q4	$127K	Hold	7,258	–	–	0.01%	1303
2016 Q3	$135K	Hold	7,258	–	–	0.01%	1194
2016 Q2	$132K	Buy	7,258 +933	+15%	+$16.6K	0.01%	1183
2016 Q1	$128K	Sell	6,325 -933	-13%	-$15.5K	0.02%	603
2015 Q4	$131K	Buy	+7,258	New	+$135K	0.01%	1025

Other funds holding CCD

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

IFP Advisors's CCD Position: Q1 2019 in Review

IFP Advisors increased its Calamos Dynamic Convertible & Income Fund (CCD) stake by 247% in Q1 2019, buying an estimated $86.4K and bringing the position to 6,325 shares worth $128K. The position accounts for 0.02% of the portfolio, ranked #603.

IFP Advisors first reported a position in CCD in Q4 2015 and has held it in 14 quarters since. The position peaked at $166K in Q3 2017. 42 funds tracked by Wall St. Rank hold CCD as of Q1 2019.

IFP Advisors held 6,325 shares of Calamos Dynamic Convertible & Income Fund worth $128K as of Q1 2019.
IFP Advisors bought 4,500 Calamos Dynamic Convertible & Income Fund shares in Q1 2019, an estimated $86.4K.
Calamos Dynamic Convertible & Income Fund made up 0.02% of IFP Advisors's portfolio in Q1 2019, its #603 holding.
IFP Advisors first reported a position in Calamos Dynamic Convertible & Income Fund in Q4 2015 and has held it in 14 quarters since.
IFP Advisors's Calamos Dynamic Convertible & Income Fund position peaked at $166K in Q3 2017.
42 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.