AGM
CHI

Alpine Global Management’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Alpine Global 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
Q1 		– Sell
-41,423
Closed -$418K – 307
2016
Q4 		$418K Buy
+41,423
New +$412K 0.2% 92

Other funds holding CHI

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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

Alpine Global Management's CHI Position: Q1 2017 in Review

Alpine Global Management sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q1 2017, closing a stake of 41,423 shares — an estimated $418K sold.

Alpine Global Management first reported a position in CHI in Q4 2016 and held it in 1 quarter. The position peaked at $418K in Q4 2016. 90 funds tracked by Wall St. Rank hold CHI as of Q1 2017.

  • Alpine Global Management reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q1 2017 after selling out during the quarter.
  • Alpine Global Management sold 41,423 Calamos Convertible Opportunities and Income Fund shares in Q1 2017, an estimated $418K.
  • Alpine Global Management first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2016 and held it in 1 quarter.
  • Alpine Global Management's Calamos Convertible Opportunities and Income Fund position peaked at $418K in Q4 2016.
  • 90 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q1 2017.

Based on Alpine Global Management's 13F filing for Q1 2017, filed 15 May 2017.