SWM
CHW icon

SeaCrest Wealth Management’s Calamos Global Dynamic Income Fund CHW Stock Holding History

SeaCrest Wealth Management’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
2025
Q1 		– Sell
-10,319
Closed -$69.7K – 666
2024
Q4 		$69.7K Sell
10,319
-550
-5% -$3.89K 0.01% 644
2024
Q3 		$77.9K Hold
10,869
– – 0.01% 640
2024
Q2 		$74.6K Sell
10,869
-5,041
-32% -$33.4K 0.01% 603
2024
Q1 		$104K Sell
15,910
-2,034
-11% -$12.4K 0.01% 591
2023
Q4 		$103K Buy
17,944
+4,623
+35% +$25.6K 0.01% 607
2023
Q3 		$73.8K Buy
13,321
+1,358
+11% +$8.1K 0.01% 609
2023
Q2 		$72K Buy
+11,963
New +$70.5K 0.01% 612
2023
Q1 		– Sell
-10,913
Closed -$60.9K – 639
2022
Q4 		$60.9K Buy
10,913
+325
+3% +$1.9K 0.01% 617
2022
Q3 		$64K Sell
10,588
-3,962
-27% -$28.2K 0.01% 608
2022
Q2 		$99K Buy
14,550
+445
+3% +$3.42K 0.01% 862
2022
Q1 		$125K Sell
14,105
-193
-1% -$1.75K 0.01% 688
2021
Q4 		$143K Sell
14,298
-197
-1% -$1.99K 0.02% 670
2021
Q3 		$139K Sell
14,495
-4,898
-25% -$52.2K 0.02% 644
2021
Q2 		$213K Sell
19,393
-903
-4% -$9.58K 0.03% 630
2021
Q1 		$207K Buy
20,296
+2,638
+15% +$26.2K 0.03% 602
2020
Q4 		$169K Sell
17,658
-147
-0.8% -$1.31K 0.02% 584
2020
Q3 		$145K Sell
17,805
-1,386
-7% -$11.1K 0.02% 545
2020
Q2 		$140K Buy
+19,191
New +$128K 0.02% 517
2019
Q2 		– Sell
-8,430
Closed -$67K – 740
2019
Q1 		$67K Sell
8,430
-267
-3% -$2.04K 0.01% 833
2018
Q4 		$57K Hold
8,697
– – 0.01% 848
2018
Q3 		$79K Sell
8,697
-522
-6% -$4.75K 0.01% 835
2018
Q2 		$83K Hold
9,219
– – 0.02% 791
2018
Q1 		$83K Hold
9,219
– – 0.02% 766
2017
Q4 		$84K Buy
+9,219
New +$83.8K 0.02% 783

Other funds holding CHW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

SeaCrest Wealth Management's CHW Position: Q1 2025 in Review

SeaCrest Wealth Management sold out of Calamos Global Dynamic Income Fund (CHW) in Q1 2025, closing a stake of 10,319 shares — an estimated $69.7K sold.

SeaCrest Wealth Management first reported a position in CHW in Q4 2017 and held it in 24 quarters. The position peaked at $213K in Q2 2021. 94 funds tracked by Wall St. Rank hold CHW as of Q1 2025.

  • SeaCrest Wealth Management reported no remaining Calamos Global Dynamic Income Fund position as of Q1 2025 after selling out during the quarter.
  • SeaCrest Wealth Management sold 10,319 Calamos Global Dynamic Income Fund shares in Q1 2025, an estimated $69.7K.
  • SeaCrest Wealth Management first reported a position in Calamos Global Dynamic Income Fund in Q4 2017 and held it in 24 quarters.
  • SeaCrest Wealth Management's Calamos Global Dynamic Income Fund position peaked at $213K in Q2 2021.
  • 94 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q1 2025.

Based on SeaCrest Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.