TWMP
CHW

Taylor Wealth Management Partners’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Taylor Wealth Management Partners’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
2015
Q2 		– Sell
-1,500
Closed -$13K – 185
2015
Q1 		$13K Buy
+1,500
New +$13.2K ﹤0.01% 131

Other funds holding CHW

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AAM
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

Taylor Wealth Management Partners's CHW Position: Q2 2015 in Review

Taylor Wealth Management Partners sold out of Calamos Global Dynamic Income Fund (CHW) in Q2 2015, closing a stake of 1,500 shares — an estimated $13K sold.

Taylor Wealth Management Partners first reported a position in CHW in Q1 2015 and held it in 1 quarter. The position peaked at $13K in Q1 2015. 48 funds tracked by Wall St. Rank hold CHW as of Q2 2015.

  • Taylor Wealth Management Partners reported no remaining Calamos Global Dynamic Income Fund position as of Q2 2015 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 1,500 Calamos Global Dynamic Income Fund shares in Q2 2015, an estimated $13K.
  • Taylor Wealth Management Partners first reported a position in Calamos Global Dynamic Income Fund in Q1 2015 and held it in 1 quarter.
  • Taylor Wealth Management Partners's Calamos Global Dynamic Income Fund position peaked at $13K in Q1 2015.
  • 48 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q2 2015.

Based on Taylor Wealth Management Partners's 13F filing for Q2 2015, filed 6 Nov 2015.