MWPCG
CHW

Measured Wealth Private Client Group’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Measured Wealth Private Client Group’s Portfolio CHW Stock Details CHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-27,888
Closed -$226K – 150
2019
Q2 		$226K Buy
+27,888
New +$226K 0.13% 166

Other funds holding CHW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
9WM
9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return

Measured Wealth Private Client Group's CHW Position: Q3 2019 in Review

Measured Wealth Private Client Group sold out of Calamos Global Dynamic Income Fund (CHW) in Q3 2019, closing a stake of 27,888 shares — an estimated $226K sold.

Measured Wealth Private Client Group first reported a position in CHW in Q2 2019 and held it in 1 quarter. The position peaked at $226K in Q2 2019. 53 funds tracked by Wall St. Rank hold CHW as of Q3 2019.

  • Measured Wealth Private Client Group reported no remaining Calamos Global Dynamic Income Fund position as of Q3 2019 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 27,888 Calamos Global Dynamic Income Fund shares in Q3 2019, an estimated $226K.
  • Measured Wealth Private Client Group first reported a position in Calamos Global Dynamic Income Fund in Q2 2019 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Calamos Global Dynamic Income Fund position peaked at $226K in Q2 2019.
  • 53 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q3 2019.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2019, filed 11 Oct 2019.