MGIA
CGO

Moneta Group Investment Advisors’s Calamos Global Total Return Fund CGO Stock Holding History

Moneta Group Investment Advisors’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
2018
Q3 		– Sell
-1,120
Closed -$16K – 258
2018
Q2 		$16K Sell
1,120
-14,722
-93% -$208K ﹤0.01% 368
2018
Q1 		$16K Buy
+15,842
New +$238K ﹤0.01% 421

Other funds holding CGO

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

Moneta Group Investment Advisors's CGO Position: Q3 2018 in Review

Moneta Group Investment Advisors sold out of Calamos Global Total Return Fund (CGO) in Q3 2018, closing a stake of 1,120 shares — an estimated $16K sold.

Moneta Group Investment Advisors first reported a position in CGO in Q1 2018 and held it in 2 quarters. The position peaked at $16K in Q2 2018. 21 funds tracked by Wall St. Rank hold CGO as of Q3 2018.

  • Moneta Group Investment Advisors reported no remaining Calamos Global Total Return Fund position as of Q3 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 1,120 Calamos Global Total Return Fund shares in Q3 2018, an estimated $16K.
  • Moneta Group Investment Advisors first reported a position in Calamos Global Total Return Fund in Q1 2018 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Calamos Global Total Return Fund position peaked at $16K in Q2 2018.
  • 21 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q3 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.