Rowland Carmichael Advisors’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Rowland Carmichael Advisors’s Portfolio CCD Stock Details CCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$795K	Buy	+28,226	New	+$731K	0.25%	93

Other funds holding CCD

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

RJA

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Rowland Carmichael Advisors's CCD Position: Q4 2020 in Review

Rowland Carmichael Advisors opened a new position in Calamos Dynamic Convertible & Income Fund (CCD) in Q4 2020: 28,226 shares worth $795K. The stake represents 0.25% of the portfolio and ranks #93 among its holdings.

64 funds tracked by Wall St. Rank hold CCD as of Q4 2020.

Rowland Carmichael Advisors held 28,226 shares of Calamos Dynamic Convertible & Income Fund worth $795K as of Q4 2020.
Calamos Dynamic Convertible & Income Fund was a new Rowland Carmichael Advisors position in Q4 2020.
Calamos Dynamic Convertible & Income Fund made up 0.25% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #93 holding.
64 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.