WP
CCD

WealthPLAN Partners’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

WealthPLAN Partners’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
2016
Q3 		$31.2K Hold
1,685
– – 0.01% 410
2016
Q2 		$30.7K Buy
+1,685
New +$30K ﹤0.01% 1158

Other funds holding CCD

CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPLAN Partners's CCD Position: Q3 2016 in Review

WealthPLAN Partners held its Calamos Dynamic Convertible & Income Fund (CCD) position steady in Q3 2016 at 1,685 shares worth $31.2K. The position accounts for 0.01% of the portfolio, ranked #410.

WealthPLAN Partners first reported a position in CCD in Q2 2016 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold CCD as of Q3 2016.

  • WealthPLAN Partners held 1,685 shares of Calamos Dynamic Convertible & Income Fund worth $31.2K as of Q3 2016.
  • WealthPLAN Partners left its Calamos Dynamic Convertible & Income Fund share count unchanged in Q3 2016.
  • Calamos Dynamic Convertible & Income Fund made up 0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #410 holding.
  • WealthPLAN Partners first reported a position in Calamos Dynamic Convertible & Income Fund in Q2 2016 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.