22CM
CHY

20/20 Capital Management’s Calamos Convertible and High Income Fund CHY Stock Holding History

20/20 Capital Management’s Portfolio CHY Stock Details CHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$1.52M Sell
93,302
-6,746
-7% -$107K 0.39% 55
2021
Q1 		$1.49M Sell
100,048
-3,117
-3% -$46.5K 0.43% 54
2020
Q4 		$1.55M Sell
103,165
-13,542
-12% -$176K 0.45% 54
2020
Q3 		$1.36M Sell
116,707
-122
-0.1% -$1.45K 0.51% 41
2020
Q2 		$1.42M Buy
116,829
+82,822
+244% +$847K 0.55% 37
2020
Q1 		$334K Sell
34,007
-6,425
-16% -$68.9K 0.15% 98
2019
Q4 		$481K Buy
+40,432
New +$454K 0.19% 85

Other funds holding CHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $160M AUM 20.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return