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

Kovack 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
2019
Q3 		– Sell
-11,386
Closed -$92K – 517
2019
Q2 		$92K Buy
11,386
+77
+0.7% +$624 0.02% 424
2019
Q1 		$90K Sell
11,309
-530
-4% -$4.06K 0.02% 409
2018
Q4 		$78K Buy
11,839
+80
+0.7% +$605 0.02% 383
2018
Q3 		$107K Buy
+11,759
New +$107K 0.03% 414

Other funds holding CHW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
9WM
9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return

Kovack Advisors's CHW Position: Q3 2019 in Review

Kovack Advisors sold out of Calamos Global Dynamic Income Fund (CHW) in Q3 2019, closing a stake of 11,386 shares — an estimated $92K sold.

Kovack Advisors first reported a position in CHW in Q3 2018 and held it in 4 quarters. The position peaked at $107K in Q3 2018. 53 funds tracked by Wall St. Rank hold CHW as of Q3 2019.

  • Kovack Advisors reported no remaining Calamos Global Dynamic Income Fund position as of Q3 2019 after selling out during the quarter.
  • Kovack Advisors sold 11,386 Calamos Global Dynamic Income Fund shares in Q3 2019, an estimated $92K.
  • Kovack Advisors first reported a position in Calamos Global Dynamic Income Fund in Q3 2018 and held it in 4 quarters.
  • Kovack Advisors's Calamos Global Dynamic Income Fund position peaked at $107K in Q3 2018.
  • 53 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q3 2019.

Based on Kovack Advisors's 13F filing for Q3 2019, filed 31 Oct 2019.