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WFG Advisors’s Calamos Global Dynamic Income Fund CHW Stock Holding History

WFG Advisors’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
2015
Q1 		– Sell
-500
Closed -$5K – 1801
2014
Q4 		$5K Hold
500
– – ﹤0.01% 1625
2014
Q3 		$5K Hold
500
– – ﹤0.01% 1645
2014
Q2 		$5K Hold
500
– – ﹤0.01% 1646
2014
Q1 		$5K Buy
+500
New +$4.48K ﹤0.01% 1611

Other funds holding CHW

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

WFG Advisors's CHW Position: Q1 2015 in Review

WFG Advisors sold out of Calamos Global Dynamic Income Fund (CHW) in Q1 2015, closing a stake of 500 shares — an estimated $5K sold.

WFG Advisors first reported a position in CHW in Q1 2014 and held it in 4 quarters. The position peaked at $5K in Q4 2014. 50 funds tracked by Wall St. Rank hold CHW as of Q1 2015.

  • WFG Advisors reported no remaining Calamos Global Dynamic Income Fund position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 500 Calamos Global Dynamic Income Fund shares in Q1 2015, an estimated $5K.
  • WFG Advisors first reported a position in Calamos Global Dynamic Income Fund in Q1 2014 and held it in 4 quarters.
  • WFG Advisors's Calamos Global Dynamic Income Fund position peaked at $5K in Q4 2014.
  • 50 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.