NFG
CHW

Next Financial Group’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Next Financial Group’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
2017
Q3 		– Sell
-1,504
Closed -$13K – 1766
2017
Q2 		$13K Buy
+1,504
New +$12.4K ﹤0.01% 1220
2017
Q1 		– Sell
-2,240
Closed -$16K – 1928
2016
Q4 		$16K Hold
2,240
– – ﹤0.01% 1453
2016
Q3 		$17K Buy
+2,240
New +$16.5K ﹤0.01% 1429
2014
Q4 		– Sell
-2,240
Closed -$21K – 1944
2014
Q3 		$21K Sell
2,240
-2,555
-53% -$24.5K ﹤0.01% 1378
2014
Q2 		$44K Buy
+4,795
New +$44.8K 0.02% 379

Other funds holding CHW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return