RIA
CGO

Regal Investment Advisors’s Calamos Global Total Return Fund CGO Stock Holding History

Regal Investment Advisors’s Portfolio CGO Stock Details CGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-1,400
Closed -$21K – 903
2014
Q1 		$21K Hold
1,400
– – 0.01% 497
2013
Q4 		$20K Buy
+1,400
New +$19.2K 0.01% 444

Other funds holding CGO

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Regal Investment Advisors's CGO Position: Q2 2014 in Review

Regal Investment Advisors sold out of Calamos Global Total Return Fund (CGO) in Q2 2014, closing a stake of 1,400 shares — an estimated $21K sold.

Regal Investment Advisors first reported a position in CGO in Q4 2013 and held it in 2 quarters. The position peaked at $21K in Q1 2014. 21 funds tracked by Wall St. Rank hold CGO as of Q2 2014.

  • Regal Investment Advisors reported no remaining Calamos Global Total Return Fund position as of Q2 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 1,400 Calamos Global Total Return Fund shares in Q2 2014, an estimated $21K.
  • Regal Investment Advisors first reported a position in Calamos Global Total Return Fund in Q4 2013 and held it in 2 quarters.
  • Regal Investment Advisors's Calamos Global Total Return Fund position peaked at $21K in Q1 2014.
  • 21 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q2 2014.

Based on Regal Investment Advisors's 13F filing for Q2 2014, filed 4 Aug 2014.