WCM
CGO

Windsor Capital Management’s Calamos Global Total Return Fund CGO Stock Holding History

Windsor Capital Management’s Portfolio CGO Stock Details CGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-300
Closed -$3K – 151
2015
Q3 		$3K Buy
+300
New +$3.79K ﹤0.01% 454

Other funds holding CGO

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Windsor Capital Management's CGO Position: Q4 2015 in Review

Windsor Capital Management sold out of Calamos Global Total Return Fund (CGO) in Q4 2015, closing a stake of 300 shares — an estimated $3K sold.

Windsor Capital Management first reported a position in CGO in Q3 2015 and held it in 1 quarter. The position peaked at $3K in Q3 2015. 33 funds tracked by Wall St. Rank hold CGO as of Q4 2015.

  • Windsor Capital Management reported no remaining Calamos Global Total Return Fund position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 300 Calamos Global Total Return Fund shares in Q4 2015, an estimated $3K.
  • Windsor Capital Management first reported a position in Calamos Global Total Return Fund in Q3 2015 and held it in 1 quarter.
  • Windsor Capital Management's Calamos Global Total Return Fund position peaked at $3K in Q3 2015.
  • 33 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.