Ownership history in 1607 Capital Partners, LLC Β· 5 quarters on record
This page tracks every 13F SEC filing in which 1607 Capital Partners, LLC reported a position in CALAMOS GBL DYN INCOME FUND (CHW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π 1607 Capital Partners, LLC outperformed the S&P 500 by +1.9% annually on this CHW position. Timing score: 75% (3/4 decisions correct). Average cost basis: $6.39. Maximum drawdown during holding period: β3.9%.
β
Outperformed SPY on this position by 1.9% ann.
4 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
3 of 4 add/trim decisions correct
Best entry: $5.88 (2025 Q1) Β· Worst: $7.32 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 0 trims. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.11% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size