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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

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

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

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 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.