WAP
CHW

Wealthcare Advisory Partners’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Wealthcare Advisory 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
2020
Q2 		– Sell
-3
Closed – – 483
2020
Q1 		$0 Sell
3
-201
-99% -$1.56K ﹤0.01% 1490
2019
Q4 		$2K Hold
204
– – ﹤0.01% 1245
2019
Q3 		$2K Buy
+204
New +$1.62K ﹤0.01% 1200

Other funds holding CHW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthcare Advisory Partners's CHW Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of Calamos Global Dynamic Income Fund (CHW) in Q2 2020, closing a stake of 3 shares.

Wealthcare Advisory Partners first reported a position in CHW in Q3 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 59 funds tracked by Wall St. Rank hold CHW as of Q2 2020.

  • Wealthcare Advisory Partners reported no remaining Calamos Global Dynamic Income Fund position as of Q2 2020 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 3 Calamos Global Dynamic Income Fund shares in Q2 2020.
  • Wealthcare Advisory Partners first reported a position in Calamos Global Dynamic Income Fund in Q3 2019 and held it in 3 quarters.
  • Wealthcare Advisory Partners's Calamos Global Dynamic Income Fund position peaked at $2K in Q4 2019.
  • 59 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.