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 New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TWM

Titus Wealth Management Larskpur, California $200M AUM 10.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's CHW Position: Q1 2022 in Review

Kerntke Otto McGlone Wealth Management Group sold out of Calamos Global Dynamic Income Fund (CHW) in Q1 2022, closing a stake of 11,195 shares — an estimated $112K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in CHW in Q4 2019 and held it in 6 quarters. The position peaked at $118K in Q2 2021. 79 funds tracked by Wall St. Rank hold CHW as of Q1 2022.

Kerntke Otto McGlone Wealth Management Group reported no remaining Calamos Global Dynamic Income Fund position as of Q1 2022 after selling out during the quarter.
Kerntke Otto McGlone Wealth Management Group sold 11,195 Calamos Global Dynamic Income Fund shares in Q1 2022, an estimated $112K.
Kerntke Otto McGlone Wealth Management Group first reported a position in Calamos Global Dynamic Income Fund in Q4 2019 and held it in 6 quarters.
Kerntke Otto McGlone Wealth Management Group's Calamos Global Dynamic Income Fund position peaked at $118K in Q2 2021.
79 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q1 2022.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q1 2022, filed 16 May 2022.