Northwestern Mutual Wealth Management
CGO

Northwestern Mutual Wealth Management’s Calamos Global Total Return Fund CGO Stock Holding History

Northwestern Mutual Wealth Management’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
2024
Q3 		– Sell
-308
Closed -$3.41K – 3620
2024
Q2 		$3.41K Buy
+308
New +$3.21K ﹤0.01% 2978

Other funds holding CGO

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PWA
Prairie Wealth Advisors Omaha, Nebraska $231M AUM 23.67% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Northwestern Mutual Wealth Management's CGO Position: Q3 2024 in Review

Northwestern Mutual Wealth Management sold out of Calamos Global Total Return Fund (CGO) in Q3 2024, closing a stake of 308 shares — an estimated $3.41K sold.

Northwestern Mutual Wealth Management first reported a position in CGO in Q2 2024 and held it in 1 quarter. The position peaked at $3.41K in Q2 2024. 30 funds tracked by Wall St. Rank hold CGO as of Q3 2024.

  • Northwestern Mutual Wealth Management reported no remaining Calamos Global Total Return Fund position as of Q3 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 308 Calamos Global Total Return Fund shares in Q3 2024, an estimated $3.41K.
  • Northwestern Mutual Wealth Management first reported a position in Calamos Global Total Return Fund in Q2 2024 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Calamos Global Total Return Fund position peaked at $3.41K in Q2 2024.
  • 30 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q3 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.