TIM
CHW icon

Tevis Investment Management’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Tevis Investment Management’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
2022
Q3 		– Sell
-1,249
Closed -$8K – 408
2022
Q2 		$8K Hold
1,249
– – 0.01% 399
2022
Q1 		$11K Hold
1,249
– – 0.01% 361
2021
Q4 		$12K Buy
+1,249
New +$12.6K 0.01% 401

Other funds holding CHW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tevis Investment Management's CHW Position: Q3 2022 in Review

Tevis Investment Management sold out of Calamos Global Dynamic Income Fund (CHW) in Q3 2022, closing a stake of 1,249 shares — an estimated $8K sold.

Tevis Investment Management first reported a position in CHW in Q4 2021 and held it in 3 quarters. The position peaked at $12K in Q4 2021. 67 funds tracked by Wall St. Rank hold CHW as of Q3 2022.

  • Tevis Investment Management reported no remaining Calamos Global Dynamic Income Fund position as of Q3 2022 after selling out during the quarter.
  • Tevis Investment Management sold 1,249 Calamos Global Dynamic Income Fund shares in Q3 2022, an estimated $8K.
  • Tevis Investment Management first reported a position in Calamos Global Dynamic Income Fund in Q4 2021 and held it in 3 quarters.
  • Tevis Investment Management's Calamos Global Dynamic Income Fund position peaked at $12K in Q4 2021.
  • 67 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q3 2022.

Based on Tevis Investment Management's 13F filing for Q3 2022, filed 7 Nov 2022.