PFGIA
CHW

Patriot Financial Group Insurance Agency’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-6,116
Closed -$42K – 660
2022
Q2 		$42K Buy
6,116
+50
+0.8% +$384 0.01% 784
2022
Q1 		$54K Sell
6,066
-460
-7% -$4.16K 0.01% 756
2021
Q4 		$65K Buy
6,526
+35
+0.5% +$353 0.01% 774
2021
Q3 		$62K Sell
6,491
-266
-4% -$2.83K 0.01% 792
2021
Q2 		$74K Buy
6,757
+33
+0.5% +$350 0.01% 711
2021
Q1 		$69K Sell
6,724
-67
-1% -$665 0.02% 663
2020
Q4 		$65K Buy
6,791
+235
+4% +$2.1K 0.02% 611
2020
Q3 		$53K Buy
6,556
+34
+0.5% +$273 0.02% 527
2020
Q2 		$48K Buy
6,522
+641
+11% +$4.27K 0.02% 521
2020
Q1 		$34K Buy
5,881
+22
+0.4% +$171 0.02% 525
2019
Q4 		$51K Sell
5,859
-184
-3% -$1.53K 0.02% 472
2019
Q3 		$47K Sell
6,043
-283
-4% -$2.25K 0.02% 454
2019
Q2 		$51K Buy
6,326
+15
+0.2% +$122 0.02% 431
2019
Q1 		$50K Buy
6,311
+11
+0.2% +$84 0.03% 385
2018
Q4 		$41K Buy
6,300
+1,400
+29% +$10.6K 0.03% 354
2018
Q3 		$44K Buy
4,900
+2,000
+69% +$18.2K 0.03% 317
2018
Q2 		$26K Hold
2,900
– – 0.03% 250
2018
Q1 		$26K Hold
2,900
– – 0.02% 417
2017
Q4 		$27K Hold
2,900
– – 0.02% 396
2017
Q3 		$27K Hold
2,900
– – 0.02% 353
2017
Q2 		$25K Buy
+2,900
New +$23.9K 0.03% 343

Other funds holding CHW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CHW Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Calamos Global Dynamic Income Fund (CHW) in Q3 2022, closing a stake of 6,116 shares — an estimated $42K sold.

Patriot Financial Group Insurance Agency first reported a position in CHW in Q2 2017 and held it in 21 quarters. The position peaked at $74K in Q2 2021. 67 funds tracked by Wall St. Rank hold CHW as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Calamos Global Dynamic Income Fund position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 6,116 Calamos Global Dynamic Income Fund shares in Q3 2022, an estimated $42K.
  • Patriot Financial Group Insurance Agency first reported a position in Calamos Global Dynamic Income Fund in Q2 2017 and held it in 21 quarters.
  • Patriot Financial Group Insurance Agency's Calamos Global Dynamic Income Fund position peaked at $74K in Q2 2021.
  • 67 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.