IMS
CHW

Index Management Solutions’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Index Management Solutions’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
2014
Q1 		– Sell
-58,721
Closed -$527K – 1080
2013
Q4 		$527K Buy
58,721
+42,512
+262% +$373K 0.13% 100
2013
Q3 		$138K Buy
+16,209
New +$136K 0.04% 163

Other funds holding CHW

AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
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
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

Index Management Solutions's CHW Position: Q1 2014 in Review

Index Management Solutions sold out of Calamos Global Dynamic Income Fund (CHW) in Q1 2014, closing a stake of 58,721 shares — an estimated $527K sold.

Index Management Solutions first reported a position in CHW in Q3 2013 and held it in 2 quarters. The position peaked at $527K in Q4 2013. 48 funds tracked by Wall St. Rank hold CHW as of Q1 2014.

  • Index Management Solutions reported no remaining Calamos Global Dynamic Income Fund position as of Q1 2014 after selling out during the quarter.
  • Index Management Solutions sold 58,721 Calamos Global Dynamic Income Fund shares in Q1 2014, an estimated $527K.
  • Index Management Solutions first reported a position in Calamos Global Dynamic Income Fund in Q3 2013 and held it in 2 quarters.
  • Index Management Solutions's Calamos Global Dynamic Income Fund position peaked at $527K in Q4 2013.
  • 48 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q1 2014.

Based on Index Management Solutions's 13F filing for Q1 2014, filed 15 May 2014.