Wealth Quarterback’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Wealth Quarterback’s Portfolio CCD Stock Details CCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$10K	Buy	301 +6	+2%	+$186	0.01%	465
2021 Q2	$10K	Buy	+295	New	+$9.42K	0.01%	473
2020 Q2	–	Sell	-266	Closed	-$4.43K	–	206
2020 Q1	$4.43K	Buy	266 +8	+3%	+$158	﹤0.01%	640
2019 Q4	$5.46K	Buy	+258	New	+$5.34K	﹤0.01%	625

Other funds holding CCD

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealth Quarterback's CCD Position: Q3 2021 in Review

Wealth Quarterback increased its Calamos Dynamic Convertible & Income Fund (CCD) stake by 2% in Q3 2021, buying an estimated $186 and bringing the position to 301 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #465.

Wealth Quarterback first reported a position in CCD in Q4 2019 and has held it in 4 quarters since. 73 funds tracked by Wall St. Rank hold CCD as of Q3 2021.

Wealth Quarterback held 301 shares of Calamos Dynamic Convertible & Income Fund worth $10K as of Q3 2021.
Wealth Quarterback bought 6 Calamos Dynamic Convertible & Income Fund shares in Q3 2021, an estimated $186.
Calamos Dynamic Convertible & Income Fund made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #465 holding.
Wealth Quarterback first reported a position in Calamos Dynamic Convertible & Income Fund in Q4 2019 and has held it in 4 quarters since.
73 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.