AA
CHI

Advisory Alpha’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Advisory Alpha’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
Q1 		– Sell
-5,895
Closed -$65K – 141
2016
Q4 		$65K Buy
+5,895
New +$58.7K 0.03% 75

Other funds holding CHI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisory Alpha's CHI Position: Q1 2017 in Review

Advisory Alpha sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q1 2017, closing a stake of 5,895 shares — an estimated $65K sold.

Advisory Alpha first reported a position in CHI in Q4 2016 and held it in 1 quarter. The position peaked at $65K in Q4 2016. 90 funds tracked by Wall St. Rank hold CHI as of Q1 2017.

  • Advisory Alpha reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q1 2017 after selling out during the quarter.
  • Advisory Alpha sold 5,895 Calamos Convertible Opportunities and Income Fund shares in Q1 2017, an estimated $65K.
  • Advisory Alpha first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2016 and held it in 1 quarter.
  • Advisory Alpha's Calamos Convertible Opportunities and Income Fund position peaked at $65K in Q4 2016.
  • 90 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q1 2017.

Based on Advisory Alpha's 13F filing for Q1 2017, filed 12 May 2017.