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Kavar Capital Partners Group’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Kavar Capital Partners 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
2015
Q3 		– Sell
-1,750
Closed -$14K – 486
2015
Q2 		$14K Buy
+1,750
New +$15.6K 0.01% 278
2014
Q2 		– Sell
-8,000
Closed -$72K – 175
2014
Q1 		$72K Hold
8,000
– – 0.06% 179
2013
Q4 		$71K Buy
+8,000
New +$70.3K 0.06% 172

Other funds holding CHW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vident Investment Advisory
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

Kavar Capital Partners Group's CHW Position: Q3 2015 in Review

Kavar Capital Partners Group sold out of Calamos Global Dynamic Income Fund (CHW) in Q3 2015, closing a stake of 1,750 shares — an estimated $14K sold.

Kavar Capital Partners Group first reported a position in CHW in Q4 2013 and held it in 3 quarters. The position peaked at $72K in Q1 2014. 56 funds tracked by Wall St. Rank hold CHW as of Q3 2015.

  • Kavar Capital Partners Group reported no remaining Calamos Global Dynamic Income Fund position as of Q3 2015 after selling out during the quarter.
  • Kavar Capital Partners Group sold 1,750 Calamos Global Dynamic Income Fund shares in Q3 2015, an estimated $14K.
  • Kavar Capital Partners Group first reported a position in Calamos Global Dynamic Income Fund in Q4 2013 and held it in 3 quarters.
  • Kavar Capital Partners Group's Calamos Global Dynamic Income Fund position peaked at $72K in Q1 2014.
  • 56 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q3 2015.

Based on Kavar Capital Partners Group's 13F filing for Q3 2015, filed 1 May 2019.