OPS
CHW

Orion Portfolio Solutions’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-1,535
Closed -$11K – 708
2020
Q2 		$11K Hold
1,535
– – ﹤0.01% 1155
2020
Q1 		$9K Buy
+1,535
New +$11.9K ﹤0.01% 1095

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TWM
Titus Wealth Management Larskpur, California $200M AUM 10.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Orion Portfolio Solutions's CHW Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Calamos Global Dynamic Income Fund (CHW) in Q3 2020, closing a stake of 1,535 shares — an estimated $11K sold.

Orion Portfolio Solutions first reported a position in CHW in Q1 2020 and held it in 2 quarters. The position peaked at $11K in Q2 2020. 58 funds tracked by Wall St. Rank hold CHW as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Calamos Global Dynamic Income Fund position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 1,535 Calamos Global Dynamic Income Fund shares in Q3 2020, an estimated $11K.
  • Orion Portfolio Solutions first reported a position in Calamos Global Dynamic Income Fund in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's Calamos Global Dynamic Income Fund position peaked at $11K in Q2 2020.
  • 58 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.