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

Private Wealth Strategies’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
Q1 		– Sell
-11,946
Closed -$104K – 74
2019
Q4 		$104K Buy
+11,946
New +$99.3K 0.04% 71

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Commonwealth Equity Services
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Private Wealth Strategies's CHW Position: Q1 2020 in Review

Private Wealth Strategies sold out of Calamos Global Dynamic Income Fund (CHW) in Q1 2020, closing a stake of 11,946 shares — an estimated $104K sold.

Private Wealth Strategies first reported a position in CHW in Q4 2019 and held it in 1 quarter. The position peaked at $104K in Q4 2019. 63 funds tracked by Wall St. Rank hold CHW as of Q1 2020.

  • Private Wealth Strategies reported no remaining Calamos Global Dynamic Income Fund position as of Q1 2020 after selling out during the quarter.
  • Private Wealth Strategies sold 11,946 Calamos Global Dynamic Income Fund shares in Q1 2020, an estimated $104K.
  • Private Wealth Strategies first reported a position in Calamos Global Dynamic Income Fund in Q4 2019 and held it in 1 quarter.
  • Private Wealth Strategies's Calamos Global Dynamic Income Fund position peaked at $104K in Q4 2019.
  • 63 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q1 2020.

Based on Private Wealth Strategies's 13F filing for Q1 2020, filed 4 May 2020.