SPC
CCD

Sigma Planning Corp’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Sigma Planning Corp’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
2021
Q2 		– Sell
-8,705
Closed -$278K – 1426
2021
Q1 		$278K Buy
+8,705
New +$270K 0.01% 1034

Other funds holding CCD

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sigma Planning Corp's CCD Position: Q2 2021 in Review

Sigma Planning Corp sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q2 2021, closing a stake of 8,705 shares — an estimated $278K sold.

Sigma Planning Corp first reported a position in CCD in Q1 2021 and held it in 1 quarter. The position peaked at $278K in Q1 2021. 67 funds tracked by Wall St. Rank hold CCD as of Q2 2021.

  • Sigma Planning Corp reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q2 2021 after selling out during the quarter.
  • Sigma Planning Corp sold 8,705 Calamos Dynamic Convertible & Income Fund shares in Q2 2021, an estimated $278K.
  • Sigma Planning Corp first reported a position in Calamos Dynamic Convertible & Income Fund in Q1 2021 and held it in 1 quarter.
  • Sigma Planning Corp's Calamos Dynamic Convertible & Income Fund position peaked at $278K in Q1 2021.
  • 67 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q2 2021.

Based on Sigma Planning Corp's 13F filing for Q2 2021, filed 13 Aug 2021.