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

TCI 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
2023 Q2	–	Sell	-293	Closed	-$1.75K	–	578
2023 Q1	$1.75K	Hold	293	–	–	﹤0.01%	1996
2022 Q4	$1.64K	Hold	293	–	–	﹤0.01%	2018
2022 Q3	$2K	Buy	+293	New	+$2.08K	﹤0.01%	1904
2016 Q4	–	Sell	-1,675	Closed	-$13K	–	1366
2016 Q3	$13K	Hold	1,675	–	–	0.01%	512
2016 Q2	$12K	Hold	1,675	–	–	0.01%	518
2016 Q1	$12K	Hold	1,675	–	–	0.01%	530
2015 Q4	$12K	Hold	1,675	–	–	0.01%	532
2015 Q3	$12K	Hold	1,675	–	–	0.01%	468
2015 Q2	$14K	Buy	1,675 +822	+96%	+$7.33K	0.01%	461
2015 Q1	$8K	Buy	853 +20	+2%	+$176	0.01%	484
2014 Q4	$8K	Buy	833 +20	+2%	+$176	﹤0.01%	480
2014 Q3	$8K	Buy	813 +276	+51%	+$2.64K	0.01%	477
2014 Q2	$5K	Buy	+537	New	+$5.02K	﹤0.01%	580

Other funds holding CHW

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

AAM

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

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RPO LLC Stamford, Connecticut $30.4M AUM 3.41% 1-Year Est. Return

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

TCI Wealth Advisors's CHW Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Calamos Global Dynamic Income Fund (CHW) in Q2 2023, closing a stake of 293 shares — an estimated $1.75K sold.

TCI Wealth Advisors first reported a position in CHW in Q2 2014 and held it in 13 quarters. The position peaked at $14K in Q2 2015. 77 funds tracked by Wall St. Rank hold CHW as of Q2 2023.

TCI Wealth Advisors reported no remaining Calamos Global Dynamic Income Fund position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 293 Calamos Global Dynamic Income Fund shares in Q2 2023, an estimated $1.75K.
TCI Wealth Advisors first reported a position in Calamos Global Dynamic Income Fund in Q2 2014 and held it in 13 quarters.
TCI Wealth Advisors's Calamos Global Dynamic Income Fund position peaked at $14K in Q2 2015.
77 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.