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Sage Financial Group’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Sage Financial Group’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
2014
Q1 		– Sell
-13,355
Closed -$120K – 38
2013
Q4 		$120K Buy
+13,355
New +$117K 0.06% 37

Other funds holding CHW

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

Sage Financial Group's CHW Position: Q1 2014 in Review

Sage Financial Group sold out of Calamos Global Dynamic Income Fund (CHW) in Q1 2014, closing a stake of 13,355 shares — an estimated $120K sold.

Sage Financial Group first reported a position in CHW in Q4 2013 and held it in 1 quarter. The position peaked at $120K in Q4 2013. 48 funds tracked by Wall St. Rank hold CHW as of Q1 2014.

  • Sage Financial Group reported no remaining Calamos Global Dynamic Income Fund position as of Q1 2014 after selling out during the quarter.
  • Sage Financial Group sold 13,355 Calamos Global Dynamic Income Fund shares in Q1 2014, an estimated $120K.
  • Sage Financial Group first reported a position in Calamos Global Dynamic Income Fund in Q4 2013 and held it in 1 quarter.
  • Sage Financial Group's Calamos Global Dynamic Income Fund position peaked at $120K in Q4 2013.
  • 48 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q1 2014.

Based on Sage Financial Group's 13F filing for Q1 2014, filed 28 Apr 2014.