MC
CHW

Moors & Cabot’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Moors & Cabot’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
2020
Q4 		– Sell
-11,289
Closed -$92K – 747
2020
Q3 		$92K Sell
11,289
-3,825
-25% -$30.7K 0.01% 655
2020
Q2 		$111K Buy
15,114
+3,413
+29% +$22.7K 0.01% 620
2020
Q1 		$67K Buy
+11,701
New +$90.8K 0.01% 558

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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TWM
Titus Wealth Management Larskpur, California $200M AUM 10.68% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Moors & Cabot's CHW Position: Q4 2020 in Review

Moors & Cabot sold out of Calamos Global Dynamic Income Fund (CHW) in Q4 2020, closing a stake of 11,289 shares — an estimated $92K sold.

Moors & Cabot first reported a position in CHW in Q1 2020 and held it in 3 quarters. The position peaked at $111K in Q2 2020. 61 funds tracked by Wall St. Rank hold CHW as of Q4 2020.

  • Moors & Cabot reported no remaining Calamos Global Dynamic Income Fund position as of Q4 2020 after selling out during the quarter.
  • Moors & Cabot sold 11,289 Calamos Global Dynamic Income Fund shares in Q4 2020, an estimated $92K.
  • Moors & Cabot first reported a position in Calamos Global Dynamic Income Fund in Q1 2020 and held it in 3 quarters.
  • Moors & Cabot's Calamos Global Dynamic Income Fund position peaked at $111K in Q2 2020.
  • 61 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q4 2020.

Based on Moors & Cabot's 13F filing for Q4 2020, filed 11 Feb 2021.