SA
CCD

SFI Advisors’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

SFI Advisors’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
2024
Q1 		– Sell
-29,341
Closed -$580K – 80
2023
Q4 		$580K Buy
+29,341
New +$547K 0.5% 44
2022
Q4 		– Sell
-13,338
Closed -$267K – 83
2022
Q3 		$267K Buy
13,338
+89
+0.7% +$2.05K 0.31% 44
2022
Q2 		$284K Buy
13,249
+4,392
+50% +$104K 0.31% 42
2022
Q1 		$227 Buy
+8,857
New +$238K 0.14% 50

Other funds holding CCD

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

SFI Advisors's CCD Position: Q1 2024 in Review

SFI Advisors sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q1 2024, closing a stake of 29,341 shares — an estimated $580K sold.

SFI Advisors first reported a position in CCD in Q1 2022 and held it in 4 quarters. The position peaked at $580K in Q4 2023. 60 funds tracked by Wall St. Rank hold CCD as of Q1 2024.

  • SFI Advisors reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q1 2024 after selling out during the quarter.
  • SFI Advisors sold 29,341 Calamos Dynamic Convertible & Income Fund shares in Q1 2024, an estimated $580K.
  • SFI Advisors first reported a position in Calamos Dynamic Convertible & Income Fund in Q1 2022 and held it in 4 quarters.
  • SFI Advisors's Calamos Dynamic Convertible & Income Fund position peaked at $580K in Q4 2023.
  • 60 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q1 2024.

Based on SFI Advisors's 13F filing for Q1 2024, filed 13 May 2024.