American Portfolios Advisors’s Calamos Convertible and High Income Fund CHY Stock Holding History

American Portfolios Advisors’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
2022 Q3	$93.6K	Buy	9,274 +15	+0.2%	+$183	﹤0.01%	1392
2022 Q2	$103K	Sell	9,259 -785	-8%	-$9.75K	﹤0.01%	1381
2022 Q1	$142K	Sell	10,044 -10,001	-50%	-$143K	﹤0.01%	1338
2021 Q4	$324K	Buy	20,045 +145	+0.7%	+$2.35K	0.01%	925
2021 Q3	$311K	Buy	19,900 +15,767	+381%	+$254K	0.01%	919
2021 Q2	$67.5K	Buy	4,133 +1,510	+58%	+$23.9K	﹤0.01%	1586
2021 Q1	$39.1K	Buy	2,623 +10	+0.4%	+$149	﹤0.01%	1715
2020 Q4	$37.3K	Buy	2,613 +10	+0.4%	+$130	﹤0.01%	1534
2020 Q3	$30.4K	Buy	2,603 +11	+0.4%	+$131	﹤0.01%	1506
2020 Q2	$29.4K	Buy	2,592 +13	+0.5%	+$133	﹤0.01%	1485
2020 Q1	$22.8K	Hold	2,579	–	–	﹤0.01%	1483
2019 Q4	$29.4K	Hold	2,579	–	–	﹤0.01%	1579
2019 Q3	$28.4K	Hold	2,579	–	–	﹤0.01%	1520
2019 Q2	$28.4K	Hold	2,579	–	–	﹤0.01%	1517
2019 Q1	$28K	Buy	2,579 +779	+43%	+$8.38K	﹤0.01%	1437
2018 Q4	$16.9K	Buy	1,800 +400	+29%	+$4.26K	﹤0.01%	1438
2018 Q3	$18.6K	Hold	1,400	–	–	﹤0.01%	1506
2018 Q2	$17.8K	Hold	1,400	–	–	﹤0.01%	1491
2018 Q1	$16.4K	Hold	1,400	–	–	﹤0.01%	1451
2017 Q4	$16.6K	Buy	+1,400	New	+$16.6K	﹤0.01%	1391

Other funds holding CHY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

American Portfolios Advisors's CHY Position: Q3 2022 in Review

American Portfolios Advisors increased its Calamos Convertible and High Income Fund (CHY) stake by 0.16% in Q3 2022, buying an estimated $183 and bringing the position to 9,274 shares worth $93.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1392.

American Portfolios Advisors first reported a position in CHY in Q4 2017 and has held it in 20 quarters since. The position peaked at $324K in Q4 2021. 109 funds tracked by Wall St. Rank hold CHY as of Q3 2022.

American Portfolios Advisors held 9,274 shares of Calamos Convertible and High Income Fund worth $93.6K as of Q3 2022.
American Portfolios Advisors bought 15 Calamos Convertible and High Income Fund shares in Q3 2022, an estimated $183.
Calamos Convertible and High Income Fund made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1392 holding.
American Portfolios Advisors first reported a position in Calamos Convertible and High Income Fund in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Calamos Convertible and High Income Fund position peaked at $324K in Q4 2021.
109 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.