SWM
CGO

SeaCrest Wealth Management’s Calamos Global Total Return Fund CGO Stock Holding History

SeaCrest Wealth Management’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
2022
Q3 		– Sell
-1,500
Closed -$16K – 773
2022
Q2 		$16K Buy
+1,500
New +$18.6K ﹤0.01% 1564

Other funds holding CGO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CMS
Capital Market Strategies Palm Beach Gardens, Florida $144M AUM 23.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SeaCrest Wealth Management's CGO Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Calamos Global Total Return Fund (CGO) in Q3 2022, closing a stake of 1,500 shares — an estimated $16K sold.

SeaCrest Wealth Management first reported a position in CGO in Q2 2022 and held it in 1 quarter. The position peaked at $16K in Q2 2022. 24 funds tracked by Wall St. Rank hold CGO as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining Calamos Global Total Return Fund position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 1,500 Calamos Global Total Return Fund shares in Q3 2022, an estimated $16K.
  • SeaCrest Wealth Management first reported a position in Calamos Global Total Return Fund in Q2 2022 and held it in 1 quarter.
  • SeaCrest Wealth Management's Calamos Global Total Return Fund position peaked at $16K in Q2 2022.
  • 24 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.