SIM
CHW icon

Sonora Investment Management’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Sonora Investment Management’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
2016
Q3 		– Sell
-1,600
Closed -$11.2K – 852
2016
Q2 		$11.2K Hold
1,600
– – ﹤0.01% 562
2016
Q1 		$11.4K Hold
1,600
– – ﹤0.01% 605
2015
Q4 		$11K Hold
1,600
– – ﹤0.01% 517
2015
Q3 		$12K Buy
+1,600
New +$12.7K ﹤0.01% 431

Other funds holding CHW

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sonora Investment Management's CHW Position: Q3 2016 in Review

Sonora Investment Management sold out of Calamos Global Dynamic Income Fund (CHW) in Q3 2016, closing a stake of 1,600 shares — an estimated $11.2K sold.

Sonora Investment Management first reported a position in CHW in Q3 2015 and held it in 4 quarters. The position peaked at $12K in Q3 2015. 58 funds tracked by Wall St. Rank hold CHW as of Q3 2016.

  • Sonora Investment Management reported no remaining Calamos Global Dynamic Income Fund position as of Q3 2016 after selling out during the quarter.
  • Sonora Investment Management sold 1,600 Calamos Global Dynamic Income Fund shares in Q3 2016, an estimated $11.2K.
  • Sonora Investment Management first reported a position in Calamos Global Dynamic Income Fund in Q3 2015 and held it in 4 quarters.
  • Sonora Investment Management's Calamos Global Dynamic Income Fund position peaked at $12K in Q3 2015.
  • 58 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q3 2016.

Based on Sonora Investment Management's 13F filing for Q3 2016, filed 17 Oct 2016.