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

Liberty 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 Q4	–	Sell	-730	Closed	-$22K	–	304
2021 Q3	$22K	Buy	730 +14	+2%	+$434	0.01%	615
2021 Q2	$22K	Buy	716 +22	+3%	+$703	0.01%	485
2021 Q1	$20K	Hold	694	–	–	0.01%	456
2020 Q4	$20K	Sell	694 -827	-54%	-$21.4K	0.01%	453
2020 Q3	$35K	Buy	1,521 +33	+2%	+$749	0.02%	291
2020 Q2	$31K	Buy	1,488 +39	+3%	+$734	0.02%	306
2020 Q1	$24K	Sell	1,449 -175	-11%	-$3.46K	0.02%	324
2019 Q4	$34K	Buy	1,624 +38	+2%	+$787	0.03%	321
2019 Q3	$32K	Buy	1,586 +39	+3%	+$796	0.03%	311
2019 Q2	$31K	Buy	1,547 +38	+3%	+$755	0.03%	330
2019 Q1	$30K	Buy	1,509 +235	+18%	+$4.51K	0.02%	283
2018 Q4	$20K	Buy	+1,274	New	+$24.1K	0.01%	325

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

RJFSA

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Liberty Wealth Management's CCD Position: Q4 2021 in Review

Liberty Wealth Management sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q4 2021, closing a stake of 730 shares — an estimated $22K sold.

Liberty Wealth Management first reported a position in CCD in Q4 2018 and held it in 12 quarters. The position peaked at $35K in Q3 2020. 68 funds tracked by Wall St. Rank hold CCD as of Q4 2021.

Liberty Wealth Management reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 730 Calamos Dynamic Convertible & Income Fund shares in Q4 2021, an estimated $22K.
Liberty Wealth Management first reported a position in Calamos Dynamic Convertible & Income Fund in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Calamos Dynamic Convertible & Income Fund position peaked at $35K in Q3 2020.
68 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.