NWM
CHW

Northwest Wealth Management’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Northwest Wealth Management’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
2018
Q4 		– Sell
-1,883
Closed -$17K – 515
2018
Q3 		$17K Buy
+1,883
New +$17.1K 0.01% 307

Other funds holding CHW

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GC
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WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.23B AUM 51.32% 1-Year Est. Return
Invesco
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

Northwest Wealth Management's CHW Position: Q4 2018 in Review

Northwest Wealth Management sold out of Calamos Global Dynamic Income Fund (CHW) in Q4 2018, closing a stake of 1,883 shares — an estimated $17K sold.

Northwest Wealth Management first reported a position in CHW in Q3 2018 and held it in 1 quarter. The position peaked at $17K in Q3 2018. 66 funds tracked by Wall St. Rank hold CHW as of Q4 2018.

  • Northwest Wealth Management reported no remaining Calamos Global Dynamic Income Fund position as of Q4 2018 after selling out during the quarter.
  • Northwest Wealth Management sold 1,883 Calamos Global Dynamic Income Fund shares in Q4 2018, an estimated $17K.
  • Northwest Wealth Management first reported a position in Calamos Global Dynamic Income Fund in Q3 2018 and held it in 1 quarter.
  • Northwest Wealth Management's Calamos Global Dynamic Income Fund position peaked at $17K in Q3 2018.
  • 66 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q4 2018.

Based on Northwest Wealth Management's 13F filing for Q4 2018, filed 24 Jan 2019.