WEC
CCD

Winslow Evans & Crocker’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$63K Buy
2,225
+1,075
+93% +$27.8K 0.01% 543
2020
Q3 		$26K Sell
1,150
-150
-12% -$3.4K 0.01% 571
2020
Q2 		$27K Hold
1,300
– – 0.01% 559
2020
Q1 		$22K Hold
1,300
– – 0.01% 556
2019
Q4 		$28K Hold
1,300
– – 0.01% 603
2019
Q3 		$28K Buy
1,300
+50
+4% +$1.02K 0.01% 597
2019
Q2 		$26K Buy
1,250
+100
+9% +$1.99K 0.01% 625
2019
Q1 		$24K Hold
1,150
– – 0.01% 623
2018
Q4 		$20K Sell
1,150
-700
-38% -$13.3K 0.01% 622
2018
Q3 		$42K Buy
1,850
+424
+30% +$9.37K 0.01% 514
2018
Q2 		$32K Hold
1,426
– – 0.01% 579
2018
Q1 		$28K Sell
1,426
-100
-7% -$2K 0.01% 592
2017
Q4 		$30.6K Hold
1,526
– – 0.01% 586
2017
Q3 		$31.4K Sell
1,526
-249
-14% -$5.06K 0.01% 566
2017
Q2 		$35.5K Buy
1,775
+675
+61% +$13.4K 0.01% 631
2017
Q1 		$21.1K Buy
1,100
+124
+13% +$2.33K 0.01% 720
2016
Q4 		$17.1K Buy
976
+200
+26% +$3.54K 0.01% 756
2016
Q3 		$14.4K Buy
776
+650
+516% +$12.3K ﹤0.01% 813
2016
Q2 		$2.28K Buy
+126
New +$2.24K ﹤0.01% 1154

Other funds holding CCD

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Winslow Evans & Crocker's CCD Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Calamos Dynamic Convertible & Income Fund (CCD) stake by 93% in Q4 2020, buying an estimated $27.8K and bringing the position to 2,225 shares worth $63K. The position accounts for 0.01% of the portfolio, ranked #543.

Winslow Evans & Crocker first reported a position in CCD in Q2 2016 and has held it in 19 quarters since. 64 funds tracked by Wall St. Rank hold CCD as of Q4 2020.

  • Winslow Evans & Crocker held 2,225 shares of Calamos Dynamic Convertible & Income Fund worth $63K as of Q4 2020.
  • Winslow Evans & Crocker bought 1,075 Calamos Dynamic Convertible & Income Fund shares in Q4 2020, an estimated $27.8K.
  • Calamos Dynamic Convertible & Income Fund made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #543 holding.
  • Winslow Evans & Crocker first reported a position in Calamos Dynamic Convertible & Income Fund in Q2 2016 and has held it in 19 quarters since.
  • 64 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.