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

Realta 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
2021 Q2	–	Sell	-18,970	Closed	-$194K	–	398
2021 Q1	$194K	Sell	18,970 -422	-2%	-$4.19K	0.05%	357
2020 Q4	$185K	Buy	19,392 +1,855	+11%	+$16.6K	0.05%	314
2020 Q3	$143K	Buy	+17,537	New	+$141K	0.05%	297
2020 Q1	–	Sell	-730	Closed	-$6K	–	477
2019 Q4	$6K	Hold	730	–	–	﹤0.01%	1283
2019 Q3	$6K	Hold	730	–	–	﹤0.01%	1260
2019 Q2	$6K	Hold	730	–	–	﹤0.01%	1299
2019 Q1	$6K	Buy	+730	New	+$5.59K	﹤0.01%	1018

Other funds holding CHW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

TWM

Titus Wealth Management Larskpur, California $200M AUM 10.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Realta Investment Advisors's CHW Position: Q2 2021 in Review

Realta Investment Advisors sold out of Calamos Global Dynamic Income Fund (CHW) in Q2 2021, closing a stake of 18,970 shares — an estimated $194K sold.

Realta Investment Advisors first reported a position in CHW in Q1 2019 and held it in 7 quarters. The position peaked at $194K in Q1 2021. 66 funds tracked by Wall St. Rank hold CHW as of Q2 2021.

Realta Investment Advisors reported no remaining Calamos Global Dynamic Income Fund position as of Q2 2021 after selling out during the quarter.
Realta Investment Advisors sold 18,970 Calamos Global Dynamic Income Fund shares in Q2 2021, an estimated $194K.
Realta Investment Advisors first reported a position in Calamos Global Dynamic Income Fund in Q1 2019 and held it in 7 quarters.
Realta Investment Advisors's Calamos Global Dynamic Income Fund position peaked at $194K in Q1 2021.
66 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q2 2021.

Based on Realta Investment Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.