Legacy Wealth Planning’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Legacy Wealth Planning’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
2022 Q1	–	Sell	-7,586	Closed	-$239K	–	102
2021 Q4	$239K	Hold	7,586	–	–	0.27%	80
2021 Q3	$231K	Hold	7,586	–	–	0.26%	85
2021 Q2	$236K	Hold	7,586	–	–	0.27%	85
2021 Q1	$243K	Hold	7,586	–	–	0.31%	70
2020 Q4	$214K	Buy	+7,586	New	+$196K	0.27%	74

Other funds holding CCD

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legacy Wealth Planning's CCD Position: Q1 2022 in Review

Legacy Wealth Planning sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q1 2022, closing a stake of 7,586 shares — an estimated $239K sold.

Legacy Wealth Planning first reported a position in CCD in Q4 2020 and held it in 5 quarters. The position peaked at $243K in Q1 2021. 65 funds tracked by Wall St. Rank hold CCD as of Q1 2022.

Legacy Wealth Planning reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q1 2022 after selling out during the quarter.
Legacy Wealth Planning sold 7,586 Calamos Dynamic Convertible & Income Fund shares in Q1 2022, an estimated $239K.
Legacy Wealth Planning first reported a position in Calamos Dynamic Convertible & Income Fund in Q4 2020 and held it in 5 quarters.
Legacy Wealth Planning's Calamos Dynamic Convertible & Income Fund position peaked at $243K in Q1 2021.
65 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q1 2022.

Based on Legacy Wealth Planning's 13F filing for Q1 2022, filed 10 May 2022.