RFA
CHW

Reilly Financial Advisors’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Reilly Financial 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
2020
Q4 		– Sell
-871
Closed -$7K – 889
2020
Q3 		$7K Buy
+871
New +$6.99K ﹤0.01% 616
2014
Q3 		– Sell
-1,350
Closed -$13K – 830
2014
Q2 		$13K Buy
+1,350
New +$12.6K ﹤0.01% 496

Other funds holding CHW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $495B AUM 43.24% 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
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Reilly Financial Advisors's CHW Position: Q4 2020 in Review

Reilly Financial Advisors sold out of Calamos Global Dynamic Income Fund (CHW) in Q4 2020, closing a stake of 871 shares — an estimated $7K sold.

Reilly Financial Advisors first reported a position in CHW in Q2 2014 and held it in 2 quarters. The position peaked at $13K in Q2 2014. 61 funds tracked by Wall St. Rank hold CHW as of Q4 2020.

  • Reilly Financial Advisors reported no remaining Calamos Global Dynamic Income Fund position as of Q4 2020 after selling out during the quarter.
  • Reilly Financial Advisors sold 871 Calamos Global Dynamic Income Fund shares in Q4 2020, an estimated $7K.
  • Reilly Financial Advisors first reported a position in Calamos Global Dynamic Income Fund in Q2 2014 and held it in 2 quarters.
  • Reilly Financial Advisors's Calamos Global Dynamic Income Fund position peaked at $13K in Q2 2014.
  • 61 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q4 2020.

Based on Reilly Financial Advisors's 13F filing for Q4 2020, filed 3 Feb 2021.