AIM
CHI

Acrospire Investment Management’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Acrospire Investment Management’s Portfolio CHI Stock Details CHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-600
Closed -$7K – 2198
2017
Q1 		$7K Sell
600
-700
-54% -$7.54K 0.01% 1931
2016
Q4 		$13K Hold
1,300
– – 0.01% 1894
2016
Q3 		$13K Sell
1,300
-100
-7% -$1.04K 0.01% 1624
2016
Q2 		$14K Buy
+1,400
New +$13.5K 0.01% 1640

Other funds holding CHI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Acrospire Investment Management's CHI Position: Q2 2017 in Review

Acrospire Investment Management sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q2 2017, closing a stake of 600 shares — an estimated $7K sold.

Acrospire Investment Management first reported a position in CHI in Q2 2016 and held it in 4 quarters. The position peaked at $14K in Q2 2016. 88 funds tracked by Wall St. Rank hold CHI as of Q2 2017.

  • Acrospire Investment Management reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q2 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 600 Calamos Convertible Opportunities and Income Fund shares in Q2 2017, an estimated $7K.
  • Acrospire Investment Management first reported a position in Calamos Convertible Opportunities and Income Fund in Q2 2016 and held it in 4 quarters.
  • Acrospire Investment Management's Calamos Convertible Opportunities and Income Fund position peaked at $14K in Q2 2016.
  • 88 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2017.

Based on Acrospire Investment Management's 13F filing for Q2 2017, filed 11 Aug 2017.