AIC
CHI

Ameritas Investment Company’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Ameritas Investment Company’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
2020
Q2 		– Sell
-1,858
Closed -$15K – 512
2020
Q1 		$15K Sell
1,858
-3,406
-65% -$34.9K ﹤0.01% 1086
2019
Q4 		$58K Buy
5,264
+1,358
+35% +$14.6K 0.01% 554
2019
Q3 		$41K Buy
+3,906
New +$41.2K 0.01% 714

Other funds holding CHI

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Ameritas Investment Company's CHI Position: Q2 2020 in Review

Ameritas Investment Company sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q2 2020, closing a stake of 1,858 shares — an estimated $15K sold.

Ameritas Investment Company first reported a position in CHI in Q3 2019 and held it in 3 quarters. The position peaked at $58K in Q4 2019. 94 funds tracked by Wall St. Rank hold CHI as of Q2 2020.

  • Ameritas Investment Company reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q2 2020 after selling out during the quarter.
  • Ameritas Investment Company sold 1,858 Calamos Convertible Opportunities and Income Fund shares in Q2 2020, an estimated $15K.
  • Ameritas Investment Company first reported a position in Calamos Convertible Opportunities and Income Fund in Q3 2019 and held it in 3 quarters.
  • Ameritas Investment Company's Calamos Convertible Opportunities and Income Fund position peaked at $58K in Q4 2019.
  • 94 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2020.

Based on Ameritas Investment Company's 13F filing for Q2 2020, filed 14 Aug 2020.