VFA
CGO

Valeo Financial Advisors’s Calamos Global Total Return Fund CGO Stock Holding History

Valeo Financial Advisors’s Portfolio CGO Stock Details CGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-700
Closed -$10K – 2038
2020
Q4 		$10K Buy
+700
New +$9.32K ﹤0.01% 1194

Other funds holding CGO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return

Valeo Financial Advisors's CGO Position: Q1 2021 in Review

Valeo Financial Advisors sold out of Calamos Global Total Return Fund (CGO) in Q1 2021, closing a stake of 700 shares — an estimated $10K sold.

Valeo Financial Advisors first reported a position in CGO in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 20 funds tracked by Wall St. Rank hold CGO as of Q1 2021.

  • Valeo Financial Advisors reported no remaining Calamos Global Total Return Fund position as of Q1 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 700 Calamos Global Total Return Fund shares in Q1 2021, an estimated $10K.
  • Valeo Financial Advisors first reported a position in Calamos Global Total Return Fund in Q4 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's Calamos Global Total Return Fund position peaked at $10K in Q4 2020.
  • 20 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q1 2021.

Based on Valeo Financial Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.