IFG
CHW

Independent Financial Group’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Independent Financial Group’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
2024
Q4 		– Sell
-27,811
Closed -$199K – 1171
2024
Q3 		$199K Sell
27,811
-3,000
-10% -$20.8K 0.01% 1078
2024
Q2 		$211K Hold
30,811
– – 0.01% 1002
2024
Q1 		$201K Sell
30,811
-6,750
-18% -$41.2K 0.01% 955
2023
Q4 		$217K Buy
37,561
+1,091
+3% +$6.04K 0.01% 858
2023
Q3 		$202K Sell
36,470
-4,000
-10% -$23.8K 0.01% 830
2023
Q2 		$244K Sell
40,470
-1,500
-4% -$8.84K 0.02% 745
2023
Q1 		$251K Buy
41,970
+100
+0.2% +$605 0.02% 690
2022
Q4 		$234K Buy
41,870
+2,022
+5% +$11.8K 0.02% 666
2022
Q3 		$242K Buy
39,848
+2,000
+5% +$14.2K 0.02% 608
2022
Q2 		$258K Buy
37,848
+6,000
+19% +$46.1K 0.03% 547
2022
Q1 		$283K Buy
31,848
+9,000
+39% +$81.5K 0.02% 618
2021
Q4 		$228K Buy
22,848
+98
+0.4% +$988 0.02% 685
2021
Q3 		$218K Sell
22,750
-300
-1% -$3.2K 0.02% 639
2021
Q2 		$253K Buy
23,050
+1,000
+5% +$10.6K 0.03% 585
2021
Q1 		$225K Buy
+22,050
New +$219K 0.03% 556

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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return