Investors Capital Advisory Services’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Investors Capital Advisory Services’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 Q3	–	Sell	-10,126	Closed	-$99K	–	711
2014 Q2	$99K	Hold	10,126	–	–	0.02%	645
2014 Q1	$91K	Hold	10,126	–	–	0.02%	612
2013 Q4	$90K	Hold	10,126	–	–	0.02%	585
2013 Q3	$86K	Hold	10,126	–	–	0.02%	544
2013 Q2	$84K	Buy	+10,126	New	+$89.3K	0.03%	496

Other funds holding CHW

AAM

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JWM

Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Investors Capital Advisory Services's CHW Position: Q3 2014 in Review

Investors Capital Advisory Services sold out of Calamos Global Dynamic Income Fund (CHW) in Q3 2014, closing a stake of 10,126 shares — an estimated $99K sold.

Investors Capital Advisory Services first reported a position in CHW in Q2 2013 and held it in 5 quarters. The position peaked at $99K in Q2 2014. 43 funds tracked by Wall St. Rank hold CHW as of Q3 2014.

Investors Capital Advisory Services reported no remaining Calamos Global Dynamic Income Fund position as of Q3 2014 after selling out during the quarter.
Investors Capital Advisory Services sold 10,126 Calamos Global Dynamic Income Fund shares in Q3 2014, an estimated $99K.
Investors Capital Advisory Services first reported a position in Calamos Global Dynamic Income Fund in Q2 2013 and held it in 5 quarters.
Investors Capital Advisory Services's Calamos Global Dynamic Income Fund position peaked at $99K in Q2 2014.
43 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q3 2014.

Based on Investors Capital Advisory Services's 13F filing for Q3 2014, filed 14 Nov 2014.