IA
CGO

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

IFP 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
2019
Q1 		– Sell
-800
Closed -$8K – 2507
2018
Q4 		$8K Buy
+800
New +$9.32K ﹤0.01% 2603
2017
Q4 		– Sell
-3,330
Closed -$45K – 3832
2017
Q3 		$45K Hold
3,330
– – ﹤0.01% 2051
2017
Q2 		$44K Buy
3,330
+230
+7% +$2.92K ﹤0.01% 2047
2017
Q1 		$37K Hold
3,100
– – ﹤0.01% 2102
2016
Q4 		$33K Hold
3,100
– – ﹤0.01% 2120
2016
Q3 		$35K Hold
3,100
– – ﹤0.01% 2030
2016
Q2 		$34K Buy
+3,100
New +$33.9K ﹤0.01% 1992
2016
Q1 		– Sell
-3,100
Closed -$35K – 2513
2015
Q4 		$35K Buy
+3,100
New +$36.1K ﹤0.01% 1819

Other funds holding CGO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

IFP Advisors's CGO Position: Q1 2019 in Review

IFP Advisors sold out of Calamos Global Total Return Fund (CGO) in Q1 2019, closing a stake of 800 shares — an estimated $8K sold.

IFP Advisors first reported a position in CGO in Q4 2015 and held it in 8 quarters. The position peaked at $45K in Q3 2017. 22 funds tracked by Wall St. Rank hold CGO as of Q1 2019.

  • IFP Advisors reported no remaining Calamos Global Total Return Fund position as of Q1 2019 after selling out during the quarter.
  • IFP Advisors sold 800 Calamos Global Total Return Fund shares in Q1 2019, an estimated $8K.
  • IFP Advisors first reported a position in Calamos Global Total Return Fund in Q4 2015 and held it in 8 quarters.
  • IFP Advisors's Calamos Global Total Return Fund position peaked at $45K in Q3 2017.
  • 22 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q1 2019.

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