WIC
CCD

Woodmont Investment Counsel’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Woodmont Investment Counsel’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
2016
Q4 		– Sell
-800
Closed -$15K – 256
2016
Q3 		$15K Buy
+800
New +$15.1K ﹤0.01% 407
2016
Q2 		– Sell
-800
Closed -$14K – 226
2016
Q1 		$14K Buy
+800
New +$13.3K ﹤0.01% 378

Other funds holding CCD

CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Woodmont Investment Counsel's CCD Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q4 2016, closing a stake of 800 shares — an estimated $15K sold.

Woodmont Investment Counsel first reported a position in CCD in Q1 2016 and held it in 2 quarters. The position peaked at $15K in Q3 2016. 36 funds tracked by Wall St. Rank hold CCD as of Q4 2016.

  • Woodmont Investment Counsel reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q4 2016 after selling out during the quarter.
  • Woodmont Investment Counsel sold 800 Calamos Dynamic Convertible & Income Fund shares in Q4 2016, an estimated $15K.
  • Woodmont Investment Counsel first reported a position in Calamos Dynamic Convertible & Income Fund in Q1 2016 and held it in 2 quarters.
  • Woodmont Investment Counsel's Calamos Dynamic Convertible & Income Fund position peaked at $15K in Q3 2016.
  • 36 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.