Sheaff Brock Investment Advisors’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Sheaff Brock Investment Advisors’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
2022 Q2	–	Sell	-13,635	Closed	-$121K	–	511
2022 Q1	$121K	Hold	13,635	–	–	0.01%	510
2021 Q4	$136K	Hold	13,635	–	–	0.01%	517
2021 Q3	$130K	Hold	13,635	–	–	0.01%	524
2021 Q2	$149K	Hold	13,635	–	–	0.01%	493
2021 Q1	$139K	Hold	13,635	–	–	0.01%	471
2020 Q4	$130K	Sell	13,635 -8,764	-39%	-$78.3K	0.01%	456
2020 Q3	$182K	Hold	22,399	–	–	0.02%	400
2020 Q2	$164K	Hold	22,399	–	–	0.02%	399
2020 Q1	$129K	Hold	22,399	–	–	0.02%	363
2019 Q4	$195K	Hold	22,399	–	–	0.02%	418
2019 Q3	$175K	Hold	22,399	–	–	0.02%	413
2019 Q2	$181K	Hold	22,399	–	–	0.02%	429
2019 Q1	$179K	Hold	22,399	–	–	0.02%	445
2018 Q4	$147K	Hold	22,399	–	–	0.02%	416
2018 Q3	$203K	Hold	22,399	–	–	0.02%	448
2018 Q2	$202K	Hold	22,399	–	–	0.02%	464
2018 Q1	$201K	Hold	22,399	–	–	0.02%	468
2017 Q4	$203K	Hold	22,399	–	–	0.03%	451
2017 Q3	$202K	Hold	22,399	–	–	0.03%	484
2017 Q2	$191K	Hold	22,399	–	–	0.03%	519
2017 Q1	$175K	Hold	22,399	–	–	0.02%	521
2016 Q4	$156K	Buy	22,399 +8,764	+64%	+$62.8K	0.02%	537
2016 Q3	$102K	Sell	13,635 -13,571	-50%	-$99.9K	0.01%	520
2016 Q2	$191K	Hold	27,206	–	–	0.02%	493
2016 Q1	$191K	Hold	27,206	–	–	0.02%	496
2015 Q4	$195K	Buy	+27,206	New	+$201K	0.02%	516

Other funds holding CHW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TWM

Titus Wealth Management Larskpur, California $200M AUM 10.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sheaff Brock Investment Advisors's CHW Position: Q2 2022 in Review

Sheaff Brock Investment Advisors sold out of Calamos Global Dynamic Income Fund (CHW) in Q2 2022, closing a stake of 13,635 shares — an estimated $121K sold.

Sheaff Brock Investment Advisors first reported a position in CHW in Q4 2015 and held it in 26 quarters. The position peaked at $203K in Q3 2018. 66 funds tracked by Wall St. Rank hold CHW as of Q2 2022.

Sheaff Brock Investment Advisors reported no remaining Calamos Global Dynamic Income Fund position as of Q2 2022 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 13,635 Calamos Global Dynamic Income Fund shares in Q2 2022, an estimated $121K.
Sheaff Brock Investment Advisors first reported a position in Calamos Global Dynamic Income Fund in Q4 2015 and held it in 26 quarters.
Sheaff Brock Investment Advisors's Calamos Global Dynamic Income Fund position peaked at $203K in Q3 2018.
66 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q2 2022.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.