LC
CCD

Lindbrook Capital’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Lindbrook Capital’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
Q3 		– Sell
-2,800
Closed -$60K – 2640
2022
Q2 		$60K Buy
+2,800
New +$66.1K 0.01% 592

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
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lindbrook Capital's CCD Position: Q3 2022 in Review

Lindbrook Capital sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q3 2022, closing a stake of 2,800 shares — an estimated $60K sold.

Lindbrook Capital first reported a position in CCD in Q2 2022 and held it in 1 quarter. The position peaked at $60K in Q2 2022. 53 funds tracked by Wall St. Rank hold CCD as of Q3 2022.

  • Lindbrook Capital reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q3 2022 after selling out during the quarter.
  • Lindbrook Capital sold 2,800 Calamos Dynamic Convertible & Income Fund shares in Q3 2022, an estimated $60K.
  • Lindbrook Capital first reported a position in Calamos Dynamic Convertible & Income Fund in Q2 2022 and held it in 1 quarter.
  • Lindbrook Capital's Calamos Dynamic Convertible & Income Fund position peaked at $60K in Q2 2022.
  • 53 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q3 2022.

Based on Lindbrook Capital's 13F filing for Q3 2022, filed 10 Nov 2022.