OIA
CHW

OneDigital Investment Advisors’s Calamos Global Dynamic Income Fund CHW Stock Holding History

OneDigital Investment Advisors’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
-1,535
Closed -$14K – 1130
2018
Q3 		$14K Hold
1,535
– – ﹤0.01% 760
2018
Q2 		$14K Hold
1,535
– – ﹤0.01% 945
2018
Q1 		$14K Hold
1,535
– – ﹤0.01% 942
2017
Q4 		$14K Hold
1,535
– – ﹤0.01% 902
2017
Q3 		$14K Hold
1,535
– – 0.01% 747
2017
Q2 		$13K Buy
+1,535
New +$12.7K ﹤0.01% 880

Other funds holding CHW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 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
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 $64B AUM 22.64% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 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

OneDigital Investment Advisors's CHW Position: Q4 2018 in Review

OneDigital Investment Advisors sold out of Calamos Global Dynamic Income Fund (CHW) in Q4 2018, closing a stake of 1,535 shares — an estimated $14K sold.

OneDigital Investment Advisors first reported a position in CHW in Q2 2017 and held it in 6 quarters. The position peaked at $14K in Q3 2018. 66 funds tracked by Wall St. Rank hold CHW as of Q4 2018.

  • OneDigital Investment Advisors reported no remaining Calamos Global Dynamic Income Fund position as of Q4 2018 after selling out during the quarter.
  • OneDigital Investment Advisors sold 1,535 Calamos Global Dynamic Income Fund shares in Q4 2018, an estimated $14K.
  • OneDigital Investment Advisors first reported a position in Calamos Global Dynamic Income Fund in Q2 2017 and held it in 6 quarters.
  • OneDigital Investment Advisors's Calamos Global Dynamic Income Fund position peaked at $14K in Q3 2018.
  • 66 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q4 2018.

Based on OneDigital Investment Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.