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	–	1181
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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Sutton Wealth Advisors's CHW Position: Q1 2019 in Review

Sutton Wealth Advisors sold out of Calamos Global Dynamic Income Fund (CHW) in Q1 2019, closing a stake of 600 shares — an estimated $3.93K sold.

Sutton Wealth Advisors first reported a position in CHW in Q1 2016 and held it in 12 quarters. The position peaked at $5.45K in Q4 2017. 54 funds tracked by Wall St. Rank hold CHW as of Q1 2019.

Sutton Wealth Advisors reported no remaining Calamos Global Dynamic Income Fund position as of Q1 2019 after selling out during the quarter.
Sutton Wealth Advisors sold 600 Calamos Global Dynamic Income Fund shares in Q1 2019, an estimated $3.93K.
Sutton Wealth Advisors first reported a position in Calamos Global Dynamic Income Fund in Q1 2016 and held it in 12 quarters.
Sutton Wealth Advisors's Calamos Global Dynamic Income Fund position peaked at $5.45K in Q4 2017.
54 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q1 2019.

Based on Sutton Wealth Advisors's 13F filing for Q1 2019, filed 6 Nov 2023.