TFP
CHW

Tilia Fiduciary Partners’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Tilia Fiduciary 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
2023
Q3 		– Sell
-600
Closed -$3.61K – 157
2023
Q2 		$3.61K Buy
+600
New +$3.53K ﹤0.01% 465
2022
Q4 		– Sell
-5,389
Closed -$30K – 512
2022
Q3 		$30K Hold
5,389
– – 0.03% 243
2022
Q2 		$37K Hold
5,389
– – 0.04% 232
2022
Q1 		$48K Hold
5,389
– – 0.04% 221
2021
Q4 		$54K Buy
+5,389
New +$54.3K 0.04% 216

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $32.3M AUM 14.17% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Tilia Fiduciary Partners's CHW Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Calamos Global Dynamic Income Fund (CHW) in Q3 2023, closing a stake of 600 shares — an estimated $3.61K sold.

Tilia Fiduciary Partners first reported a position in CHW in Q4 2021 and held it in 5 quarters. The position peaked at $54K in Q4 2021. 79 funds tracked by Wall St. Rank hold CHW as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Calamos Global Dynamic Income Fund position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 600 Calamos Global Dynamic Income Fund shares in Q3 2023, an estimated $3.61K.
  • Tilia Fiduciary Partners first reported a position in Calamos Global Dynamic Income Fund in Q4 2021 and held it in 5 quarters.
  • Tilia Fiduciary Partners's Calamos Global Dynamic Income Fund position peaked at $54K in Q4 2021.
  • 79 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.