SFG
CHW

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
CC
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