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

SevenBridge 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
2019 Q3	–	Sell	-690	Closed	-$6K	–	216
2019 Q2	$6K	Hold	690	–	–	﹤0.01%	498
2019 Q1	$6K	Hold	690	–	–	﹤0.01%	458
2018 Q4	$5K	Hold	690	–	–	﹤0.01%	437
2018 Q3	$6K	Hold	690	–	–	﹤0.01%	462
2018 Q2	$6K	Hold	690	–	–	﹤0.01%	472
2018 Q1	$6K	Hold	690	–	–	﹤0.01%	479
2017 Q4	$6K	Buy	+690	New	+$6.27K	﹤0.01%	481
2017 Q3	–	Sell	-690	Closed	-$6K	–	618
2017 Q2	$6K	Hold	690	–	–	﹤0.01%	496
2017 Q1	$5K	Hold	690	–	–	﹤0.01%	495
2016 Q4	$5K	Buy	+690	New	+$4.94K	﹤0.01%	506
2016 Q3	–	Sell	-690	Closed	-$5K	–	626
2016 Q2	$5K	Buy	+690	New	+$4.84K	﹤0.01%	581

Other funds holding CHW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return

RJA

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

9WM

9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return

SevenBridge Financial Group's CHW Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Calamos Global Dynamic Income Fund (CHW) in Q3 2019, closing a stake of 690 shares — an estimated $6K sold.

SevenBridge Financial Group first reported a position in CHW in Q2 2016 and held it in 11 quarters. The position peaked at $6K in Q2 2019. 53 funds tracked by Wall St. Rank hold CHW as of Q3 2019.

SevenBridge Financial Group reported no remaining Calamos Global Dynamic Income Fund position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 690 Calamos Global Dynamic Income Fund shares in Q3 2019, an estimated $6K.
SevenBridge Financial Group first reported a position in Calamos Global Dynamic Income Fund in Q2 2016 and held it in 11 quarters.
SevenBridge Financial Group's Calamos Global Dynamic Income Fund position peaked at $6K in Q2 2019.
53 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.