SWA
CHW

Sutton Wealth Advisors’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Sutton Wealth 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
2019
Q1 		– Sell
-600
Closed -$3.93K – 1183
2018
Q4 		$3.93K Hold
600
– – ﹤0.01% 919
2018
Q3 		$5.44K Hold
600
– – ﹤0.01% 887
2018
Q2 		$5.4K Hold
600
– – ﹤0.01% 914
2018
Q1 		$5.39K Hold
600
– – ﹤0.01% 912
2017
Q4 		$5.45K Hold
600
– – ﹤0.01% 882
2017
Q3 		$5.42K Hold
600
– – ﹤0.01% 866
2017
Q2 		$5.12K Hold
600
– – ﹤0.01% 872
2017
Q1 		$4.68K Hold
600
– – ﹤0.01% 855
2016
Q4 		$4.18K Hold
600
– – ﹤0.01% 867
2016
Q3 		$4.51K Hold
600
– – ﹤0.01% 836
2016
Q2 		$4.21K Hold
600
– – ﹤0.01% 818
2016
Q1 		$4.22K Buy
+600
New +$3.93K ﹤0.01% 791

Other funds holding CHW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return