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King Investment Advisors’s Calamos Global Dynamic Income Fund CHW Stock Holding History

King Investment Advisors’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
Q2 		– Sell
-27,985
Closed -$252K – 113
2014
Q1 		$252K Hold
27,985
– – 0.12% 96
2013
Q4 		$251K Sell
27,985
-774
-3% -$6.8K 0.11% 103
2013
Q3 		$245K Buy
28,759
+2,430
+9% +$20.4K 0.11% 117
2013
Q2 		$220K Buy
+26,329
New +$232K 0.09% 106

Other funds holding CHW

AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

King Investment Advisors's CHW Position: Q2 2014 in Review

King Investment Advisors sold out of Calamos Global Dynamic Income Fund (CHW) in Q2 2014, closing a stake of 27,985 shares — an estimated $252K sold.

King Investment Advisors first reported a position in CHW in Q2 2013 and held it in 4 quarters. The position peaked at $252K in Q1 2014. 45 funds tracked by Wall St. Rank hold CHW as of Q2 2014.

  • King Investment Advisors reported no remaining Calamos Global Dynamic Income Fund position as of Q2 2014 after selling out during the quarter.
  • King Investment Advisors sold 27,985 Calamos Global Dynamic Income Fund shares in Q2 2014, an estimated $252K.
  • King Investment Advisors first reported a position in Calamos Global Dynamic Income Fund in Q2 2013 and held it in 4 quarters.
  • King Investment Advisors's Calamos Global Dynamic Income Fund position peaked at $252K in Q1 2014.
  • 45 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q2 2014.

Based on King Investment Advisors's 13F filing for Q2 2014, filed 15 Aug 2014.