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 New York $1.89T AUM 35.08% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Next Financial Group's CHW Position: Q3 2017 in Review

Next Financial Group sold out of Calamos Global Dynamic Income Fund (CHW) in Q3 2017, closing a stake of 1,504 shares — an estimated $13K sold.

Next Financial Group first reported a position in CHW in Q2 2014 and held it in 5 quarters. The position peaked at $44K in Q2 2014. 51 funds tracked by Wall St. Rank hold CHW as of Q3 2017.

Next Financial Group reported no remaining Calamos Global Dynamic Income Fund position as of Q3 2017 after selling out during the quarter.
Next Financial Group sold 1,504 Calamos Global Dynamic Income Fund shares in Q3 2017, an estimated $13K.
Next Financial Group first reported a position in Calamos Global Dynamic Income Fund in Q2 2014 and held it in 5 quarters.
Next Financial Group's Calamos Global Dynamic Income Fund position peaked at $44K in Q2 2014.
51 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q3 2017.

Based on Next Financial Group's 13F filing for Q3 2017, filed 8 Nov 2017.