NPC
CGO

National Planning Corporation’s Calamos Global Total Return Fund CGO Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-635
Closed -$8.24K – 865
2014
Q4 		$8.24K Buy
+635
New +$8.57K ﹤0.01% 2121

Other funds holding CGO

GC
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

National Planning Corporation's CGO Position: Q1 2015 in Review

National Planning Corporation sold out of Calamos Global Total Return Fund (CGO) in Q1 2015, closing a stake of 635 shares — an estimated $8.24K sold.

National Planning Corporation first reported a position in CGO in Q4 2014 and held it in 1 quarter. The position peaked at $8.24K in Q4 2014. 18 funds tracked by Wall St. Rank hold CGO as of Q1 2015.

  • National Planning Corporation reported no remaining Calamos Global Total Return Fund position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 635 Calamos Global Total Return Fund shares in Q1 2015, an estimated $8.24K.
  • National Planning Corporation first reported a position in Calamos Global Total Return Fund in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Calamos Global Total Return Fund position peaked at $8.24K in Q4 2014.
  • 18 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.