KOMWMG
CHW

Kerntke Otto McGlone Wealth Management Group’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Kerntke Otto McGlone Wealth Management 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
2022
Q1 		– Sell
-11,195
Closed -$112K – 40
2021
Q4 		$112K Buy
+11,195
New +$113K 0.14% 70
2021
Q3 		– Sell
-10,753
Closed -$118K – 54
2021
Q2 		$118K Buy
10,753
+210
+2% +$2.23K 0.05% 132
2021
Q1 		$108K Buy
10,543
+219
+2% +$2.17K 0.06% 126
2020
Q4 		$99K Buy
10,324
+236
+2% +$2.11K 0.06% 121
2020
Q3 		$82K Buy
+10,088
New +$80.9K 0.06% 111
2020
Q1 		– Sell
-12,818
Closed -$111K – 95
2019
Q4 		$111K Buy
+12,818
New +$107K 0.09% 108

Other funds holding CHW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
TWM
Titus Wealth Management Larskpur, California $200M AUM 10.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return