JFA
CCD

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

JNBA Financial 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
2022
Q4 		– Sell
-39
Closed -$1K – 672
2022
Q3 		$1K Hold
39
– – ﹤0.01% 638
2022
Q2 		$1K Buy
+39
New +$920 ﹤0.01% 679

Other funds holding CCD

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GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JNBA Financial Advisors's CCD Position: Q4 2022 in Review

JNBA Financial Advisors sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q4 2022, closing a stake of 39 shares — an estimated $1K sold.

JNBA Financial Advisors first reported a position in CCD in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 50 funds tracked by Wall St. Rank hold CCD as of Q4 2022.

  • JNBA Financial Advisors reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q4 2022 after selling out during the quarter.
  • JNBA Financial Advisors sold 39 Calamos Dynamic Convertible & Income Fund shares in Q4 2022, an estimated $1K.
  • JNBA Financial Advisors first reported a position in Calamos Dynamic Convertible & Income Fund in Q2 2022 and held it in 2 quarters.
  • JNBA Financial Advisors's Calamos Dynamic Convertible & Income Fund position peaked at $1K in Q3 2022.
  • 50 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q4 2022.

Based on JNBA Financial Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.