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Wintrust Investments’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Wintrust Investments’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
2021
Q3 		– Sell
-11,741
Closed -$129K – 294
2021
Q2 		$129K Buy
11,741
+200
+2% +$2.12K 0.01% 416
2021
Q1 		$118K Buy
11,541
+83
+0.7% +$824 0.01% 396
2020
Q4 		$110K Buy
11,458
+229
+2% +$2.04K 0.03% 178
2020
Q3 		$91K Buy
11,229
+233
+2% +$1.87K 0.01% 346
2020
Q2 		$80K Buy
+10,996
New +$73.2K 0.01% 347

Other funds holding CHW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
TWM
Titus Wealth Management Larskpur, California $200M AUM 10.68% 1-Year Est. Return

Wintrust Investments's CHW Position: Q3 2021 in Review

Wintrust Investments sold out of Calamos Global Dynamic Income Fund (CHW) in Q3 2021, closing a stake of 11,741 shares — an estimated $129K sold.

Wintrust Investments first reported a position in CHW in Q2 2020 and held it in 5 quarters. The position peaked at $129K in Q2 2021. 72 funds tracked by Wall St. Rank hold CHW as of Q3 2021.

  • Wintrust Investments reported no remaining Calamos Global Dynamic Income Fund position as of Q3 2021 after selling out during the quarter.
  • Wintrust Investments sold 11,741 Calamos Global Dynamic Income Fund shares in Q3 2021, an estimated $129K.
  • Wintrust Investments first reported a position in Calamos Global Dynamic Income Fund in Q2 2020 and held it in 5 quarters.
  • Wintrust Investments's Calamos Global Dynamic Income Fund position peaked at $129K in Q2 2021.
  • 72 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q3 2021.

Based on Wintrust Investments's 13F filing for Q3 2021, filed 12 Nov 2021.