LWM
CCD

Laidlaw Wealth Management’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Laidlaw Wealth Management’s Portfolio CCD Stock Details CCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-18,652
Closed -$525K – 240
2020
Q4 		$525K Buy
+18,652
New +$483K 0.11% 185

Other funds holding CCD

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Laidlaw Wealth Management's CCD Position: Q1 2021 in Review

Laidlaw Wealth Management sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q1 2021, closing a stake of 18,652 shares — an estimated $525K sold.

Laidlaw Wealth Management first reported a position in CCD in Q4 2020 and held it in 1 quarter. The position peaked at $525K in Q4 2020. 64 funds tracked by Wall St. Rank hold CCD as of Q1 2021.

  • Laidlaw Wealth Management reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q1 2021 after selling out during the quarter.
  • Laidlaw Wealth Management sold 18,652 Calamos Dynamic Convertible & Income Fund shares in Q1 2021, an estimated $525K.
  • Laidlaw Wealth Management first reported a position in Calamos Dynamic Convertible & Income Fund in Q4 2020 and held it in 1 quarter.
  • Laidlaw Wealth Management's Calamos Dynamic Convertible & Income Fund position peaked at $525K in Q4 2020.
  • 64 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q1 2021.

Based on Laidlaw Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.