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Money Concepts Capital’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-2,431
Closed -$13.6K – 880
2022
Q4 		$13.6K Buy
+2,431
New +$14.2K ﹤0.01% 1867
2022
Q2 		– Sell
-4,745
Closed -$42K – 1632
2022
Q1 		$42K Buy
+4,745
New +$42.9K ﹤0.01% 1302

Other funds holding CHW

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
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MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Money Concepts Capital's CHW Position: Q1 2023 in Review

Money Concepts Capital sold out of Calamos Global Dynamic Income Fund (CHW) in Q1 2023, closing a stake of 2,431 shares — an estimated $13.6K sold.

Money Concepts Capital first reported a position in CHW in Q1 2022 and held it in 2 quarters. The position peaked at $42K in Q1 2022. 80 funds tracked by Wall St. Rank hold CHW as of Q1 2023.

  • Money Concepts Capital reported no remaining Calamos Global Dynamic Income Fund position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 2,431 Calamos Global Dynamic Income Fund shares in Q1 2023, an estimated $13.6K.
  • Money Concepts Capital first reported a position in Calamos Global Dynamic Income Fund in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Calamos Global Dynamic Income Fund position peaked at $42K in Q1 2022.
  • 80 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.