Mid Atlantic Financial Management’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Mid Atlantic Financial Management’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
2021 Q3	$216K	Buy	22,600 +2,700	+14%	+$28.8K	0.01%	796
2021 Q2	$218K	Buy	19,900 +8,300	+72%	+$88K	0.01%	803
2021 Q1	$119K	Buy	+11,600	New	+$115K	0.01%	825
2020 Q3	–	Sell	-26,400	Closed	-$193K	–	763
2020 Q2	$193K	Buy	26,400 +2,300	+10%	+$15.3K	0.02%	637
2020 Q1	$138K	Sell	24,100 -7,200	-23%	-$55.9K	0.02%	600
2019 Q4	$272K	Sell	31,300 -16,700	-35%	-$139K	0.03%	553
2019 Q3	$375K	Buy	48,000 +7,800	+19%	+$62K	0.04%	438
2019 Q2	$326K	Buy	40,200 +4,400	+12%	+$35.7K	0.03%	497
2019 Q1	$286K	Buy	35,800 +7,100	+25%	+$54.3K	0.03%	524
2018 Q4	$188K	Buy	+28,700	New	+$217K	0.02%	601

Other funds holding CHW

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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

TWM

Titus Wealth Management Larskpur, California $200M AUM 10.68% 1-Year Est. Return

Mid Atlantic Financial Management's CHW Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Calamos Global Dynamic Income Fund (CHW) stake by 14% in Q3 2021, buying an estimated $28.8K and bringing the position to 22,600 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #796.

Mid Atlantic Financial Management first reported a position in CHW in Q4 2018 and has held it in 10 quarters since. The position peaked at $375K in Q3 2019. 72 funds tracked by Wall St. Rank hold CHW as of Q3 2021.

Mid Atlantic Financial Management held 22,600 shares of Calamos Global Dynamic Income Fund worth $216K as of Q3 2021.
Mid Atlantic Financial Management bought 2,700 Calamos Global Dynamic Income Fund shares in Q3 2021, an estimated $28.8K.
Calamos Global Dynamic Income Fund made up 0.01% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #796 holding.
Mid Atlantic Financial Management first reported a position in Calamos Global Dynamic Income Fund in Q4 2018 and has held it in 10 quarters since.
Mid Atlantic Financial Management's Calamos Global Dynamic Income Fund position peaked at $375K in Q3 2019.
72 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.