PWP
CHW

Private Wealth Partners’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Private Wealth Partners’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
2014
Q4 		– Sell
-166,900
Closed -$1.55M – 152
2014
Q3 		$1.55M Buy
+166,900
New +$1.6M 0.34% 74

Other funds holding CHW

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

Private Wealth Partners's CHW Position: Q4 2014 in Review

Private Wealth Partners sold out of Calamos Global Dynamic Income Fund (CHW) in Q4 2014, closing a stake of 166,900 shares — an estimated $1.55M sold.

Private Wealth Partners first reported a position in CHW in Q3 2014 and held it in 1 quarter. The position peaked at $1.55M in Q3 2014. 48 funds tracked by Wall St. Rank hold CHW as of Q4 2014.

  • Private Wealth Partners reported no remaining Calamos Global Dynamic Income Fund position as of Q4 2014 after selling out during the quarter.
  • Private Wealth Partners sold 166,900 Calamos Global Dynamic Income Fund shares in Q4 2014, an estimated $1.55M.
  • Private Wealth Partners first reported a position in Calamos Global Dynamic Income Fund in Q3 2014 and held it in 1 quarter.
  • Private Wealth Partners's Calamos Global Dynamic Income Fund position peaked at $1.55M in Q3 2014.
  • 48 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q4 2014.

Based on Private Wealth Partners's 13F filing for Q4 2014, filed 23 Jan 2015.