TWA
CHW

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 – 1367
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $24.8M AUM 14.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return