Winslow Evans & Crocker’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$81K	Buy	8,516 +4,416	+108%	+$39.4K	0.02%	490
2020 Q3	$33K	Hold	4,100	–	–	0.01%	534
2020 Q2	$30K	Hold	4,100	–	–	0.01%	538
2020 Q1	$24K	Buy	4,100 +1,100	+37%	+$8.54K	0.01%	547
2019 Q4	$28K	Sell	3,000 -700	-19%	-$5.82K	0.01%	604
2019 Q3	$30K	Sell	3,700 -1,000	-21%	-$7.94K	0.01%	585
2019 Q2	$40K	Sell	4,700 -250	-5%	-$2.03K	0.01%	554
2019 Q1	$40K	Sell	4,950 -3,000	-38%	-$23K	0.01%	537
2018 Q4	$54K	Sell	7,950 -5,700	-42%	-$43.1K	0.02%	449
2018 Q3	$124K	Sell	13,650 -6,300	-32%	-$57.3K	0.04%	336
2018 Q2	$180K	Buy	19,950 +300	+2%	+$2.74K	0.06%	272
2018 Q1	$177K	Buy	19,650 +3,200	+19%	+$29.6K	0.06%	271
2017 Q4	$149K	Buy	16,450 +14,700	+840%	+$134K	0.05%	303
2017 Q3	$15.8K	Buy	+1,750	New	+$15.3K	0.01%	720
2017 Q2	–	Sell	-8,938	Closed	-$69.7K	–	1273
2017 Q1	$69.7K	Hold	8,938	–	–	0.02%	480
2016 Q4	$62.3K	Hold	8,938	–	–	0.02%	486
2016 Q3	$67.1K	Hold	8,938	–	–	0.02%	480
2016 Q2	$62.7K	Hold	8,938	–	–	0.02%	465
2016 Q1	$62.8K	Hold	8,938	–	–	0.02%	456
2015 Q4	$64K	Hold	8,938	–	–	0.02%	487
2015 Q3	$62.2K	Hold	8,938	–	–	0.02%	477
2015 Q2	$76K	Hold	8,938	–	–	0.02%	471
2015 Q1	$78.6K	Hold	8,938	–	–	0.02%	467
2014 Q4	$82.5K	Hold	8,938	–	–	0.02%	449
2014 Q3	$82.9K	Hold	8,938	–	–	0.02%	461
2014 Q2	$87.6K	Hold	8,938	–	–	0.03%	393
2014 Q1	$80.4K	Hold	8,938	–	–	0.03%	409
2013 Q4	$80K	Buy	+8,938	New	+$78.5K	0.03%	428

Other funds holding CHW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

TWM

Titus Wealth Management Larskpur, California $200M AUM 10.68% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

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

Winslow Evans & Crocker increased its Calamos Global Dynamic Income Fund (CHW) stake by 108% in Q4 2020, buying an estimated $39.4K and bringing the position to 8,516 shares worth $81K. The position accounts for 0.02% of the portfolio, ranked #490.

Winslow Evans & Crocker first reported a position in CHW in Q4 2013 and has held it in 28 quarters since. The position peaked at $180K in Q2 2018. 61 funds tracked by Wall St. Rank hold CHW as of Q4 2020.

Winslow Evans & Crocker held 8,516 shares of Calamos Global Dynamic Income Fund worth $81K as of Q4 2020.
Winslow Evans & Crocker bought 4,416 Calamos Global Dynamic Income Fund shares in Q4 2020, an estimated $39.4K.
Calamos Global Dynamic Income Fund made up 0.02% of Winslow Evans & Crocker's portfolio in Q4 2020, its #490 holding.
Winslow Evans & Crocker first reported a position in Calamos Global Dynamic Income Fund in Q4 2013 and has held it in 28 quarters since.
Winslow Evans & Crocker's Calamos Global Dynamic Income Fund position peaked at $180K in Q2 2018.
61 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q4 2020.

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