AIP
CHI

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

Ameritas Investment Partners’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
2018
Q4 		– Sell
-2,500
Closed -$30K – 2989
2018
Q3 		$30K Hold
2,500
– – ﹤0.01% 2283
2018
Q2 		$29K Hold
2,500
– – ﹤0.01% 2297
2018
Q1 		$27K Hold
2,500
– – ﹤0.01% 2260
2017
Q4 		$1K Buy
+2,500
New +$28.7K ﹤0.01% 2948

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VBFG
Vishria Bird Financial Group Memphis, Tennessee $510M AUM 12.05% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameritas Investment Partners's CHI Position: Q4 2018 in Review

Ameritas Investment Partners sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q4 2018, closing a stake of 2,500 shares — an estimated $30K sold.

Ameritas Investment Partners first reported a position in CHI in Q4 2017 and held it in 4 quarters. The position peaked at $30K in Q3 2018. 92 funds tracked by Wall St. Rank hold CHI as of Q4 2018.

  • Ameritas Investment Partners reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q4 2018 after selling out during the quarter.
  • Ameritas Investment Partners sold 2,500 Calamos Convertible Opportunities and Income Fund shares in Q4 2018, an estimated $30K.
  • Ameritas Investment Partners first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2017 and held it in 4 quarters.
  • Ameritas Investment Partners's Calamos Convertible Opportunities and Income Fund position peaked at $30K in Q3 2018.
  • 92 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q4 2018.

Based on Ameritas Investment Partners's 13F filing for Q4 2018, filed 12 Feb 2019.