WA
CCD

WFG Advisors’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

WFG Advisors’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
2017
Q2 		$12K Hold
575
– – ﹤0.01% 1079
2017
Q1 		$11K Hold
575
– – ﹤0.01% 1034
2016
Q4 		$10K Buy
+575
New +$10.2K ﹤0.01% 1096

Other funds holding CCD

CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
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
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

WFG Advisors's CCD Position: Q2 2017 in Review

WFG Advisors held its Calamos Dynamic Convertible & Income Fund (CCD) position steady in Q2 2017 at 575 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

WFG Advisors first reported a position in CCD in Q4 2016 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold CCD as of Q2 2017.

  • WFG Advisors held 575 shares of Calamos Dynamic Convertible & Income Fund worth $12K as of Q2 2017.
  • WFG Advisors left its Calamos Dynamic Convertible & Income Fund share count unchanged in Q2 2017.
  • Calamos Dynamic Convertible & Income Fund made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1079 holding.
  • WFG Advisors first reported a position in Calamos Dynamic Convertible & Income Fund in Q4 2016 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.