SIC
CCD

Salem Investment Counselors’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Salem Investment Counselors’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
2021
Q1 		– Sell
-3,250
Closed -$92K – 860
2020
Q4 		$92K Buy
+3,250
New +$84.1K 0.01% 362

Other funds holding CCD

Wells Fargo
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Salem Investment Counselors's CCD Position: Q1 2021 in Review

Salem Investment Counselors sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q1 2021, closing a stake of 3,250 shares — an estimated $92K sold.

Salem Investment Counselors first reported a position in CCD in Q4 2020 and held it in 1 quarter. The position peaked at $92K in Q4 2020. 64 funds tracked by Wall St. Rank hold CCD as of Q1 2021.

  • Salem Investment Counselors reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q1 2021 after selling out during the quarter.
  • Salem Investment Counselors sold 3,250 Calamos Dynamic Convertible & Income Fund shares in Q1 2021, an estimated $92K.
  • Salem Investment Counselors first reported a position in Calamos Dynamic Convertible & Income Fund in Q4 2020 and held it in 1 quarter.
  • Salem Investment Counselors's Calamos Dynamic Convertible & Income Fund position peaked at $92K in Q4 2020.
  • 64 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q1 2021.

Based on Salem Investment Counselors's 13F filing for Q1 2021, filed 17 May 2021.