SQA
CHW

Simon Quick Advisors’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Simon Quick 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
2017
Q4 		– Sell
-4,000
Closed -$36K – 461
2017
Q3 		$36K Hold
4,000
– – 0.01% 306
2017
Q2 		$34K Sell
4,000
-1,455
-27% -$12K 0.02% 144
2017
Q1 		$43K Buy
+5,455
New +$41.1K 0.03% 166

Other funds holding CHW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Simon Quick Advisors's CHW Position: Q4 2017 in Review

Simon Quick Advisors sold out of Calamos Global Dynamic Income Fund (CHW) in Q4 2017, closing a stake of 4,000 shares — an estimated $36K sold.

Simon Quick Advisors first reported a position in CHW in Q1 2017 and held it in 3 quarters. The position peaked at $43K in Q1 2017. 61 funds tracked by Wall St. Rank hold CHW as of Q4 2017.

  • Simon Quick Advisors reported no remaining Calamos Global Dynamic Income Fund position as of Q4 2017 after selling out during the quarter.
  • Simon Quick Advisors sold 4,000 Calamos Global Dynamic Income Fund shares in Q4 2017, an estimated $36K.
  • Simon Quick Advisors first reported a position in Calamos Global Dynamic Income Fund in Q1 2017 and held it in 3 quarters.
  • Simon Quick Advisors's Calamos Global Dynamic Income Fund position peaked at $43K in Q1 2017.
  • 61 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q4 2017.

Based on Simon Quick Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.