Sutton Wealth Advisors’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Sutton Wealth Advisors’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
2019 Q2	–	Sell	-25	Closed	-$509	–	1175
2019 Q1	$509	Hold	25	–	–	﹤0.01%	1148
2018 Q4	$410	Hold	25	–	–	﹤0.01%	1097
2018 Q3	$543	Hold	25	–	–	﹤0.01%	1079
2018 Q2	$539	Hold	25	–	–	﹤0.01%	1093
2018 Q1	$491	Buy	+25	New	+$500	﹤0.01%	1094

Other funds holding CCD

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Sutton Wealth Advisors's CCD Position: Q2 2019 in Review

Sutton Wealth Advisors sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q2 2019, closing a stake of 25 shares — an estimated $509 sold.

Sutton Wealth Advisors first reported a position in CCD in Q1 2018 and held it in 5 quarters. The position peaked at $543 in Q3 2018. 42 funds tracked by Wall St. Rank hold CCD as of Q2 2019.

Sutton Wealth Advisors reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q2 2019 after selling out during the quarter.
Sutton Wealth Advisors sold 25 Calamos Dynamic Convertible & Income Fund shares in Q2 2019, an estimated $509.
Sutton Wealth Advisors first reported a position in Calamos Dynamic Convertible & Income Fund in Q1 2018 and held it in 5 quarters.
Sutton Wealth Advisors's Calamos Dynamic Convertible & Income Fund position peaked at $543 in Q3 2018.
42 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q2 2019.

Based on Sutton Wealth Advisors's 13F filing for Q2 2019, filed 6 Nov 2023.