MSWM
CGO

McGlone Suttner Wealth Management’s Calamos Global Total Return Fund CGO Stock Holding History

McGlone Suttner Wealth Management’s Portfolio CGO Stock Details CGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-212
Closed -$1.93K – 274
2023
Q4 		$1.93K Buy
+212
New +$1.86K ﹤0.01% 678

Other funds holding CGO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PWA
Prairie Wealth Advisors Omaha, Nebraska $231M AUM 23.67% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

McGlone Suttner Wealth Management's CGO Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Calamos Global Total Return Fund (CGO) in Q1 2024, closing a stake of 212 shares — an estimated $1.93K sold.

McGlone Suttner Wealth Management first reported a position in CGO in Q4 2023 and held it in 1 quarter. The position peaked at $1.93K in Q4 2023. 30 funds tracked by Wall St. Rank hold CGO as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Calamos Global Total Return Fund position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 212 Calamos Global Total Return Fund shares in Q1 2024, an estimated $1.93K.
  • McGlone Suttner Wealth Management first reported a position in Calamos Global Total Return Fund in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Calamos Global Total Return Fund position peaked at $1.93K in Q4 2023.
  • 30 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.