Anchor Investment Management’s Calamos Convertible and High Income Fund CHY Stock Holding History

Anchor Investment Management’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
2019 Q2	–	Sell	-1,300	Closed	-$14.1K	–	803
2019 Q1	$14.1K	Hold	1,300	–	–	﹤0.01%	599
2018 Q4	$12.2K	Hold	1,300	–	–	﹤0.01%	600
2018 Q3	$17.3K	Hold	1,300	–	–	﹤0.01%	585
2018 Q2	$16.6K	Hold	1,300	–	–	﹤0.01%	605
2018 Q1	$15.2K	Hold	1,300	–	–	﹤0.01%	595
2017 Q4	$15.4K	Hold	1,300	–	–	﹤0.01%	591
2017 Q3	$15.5K	Hold	1,300	–	–	﹤0.01%	578
2017 Q2	$15.4K	Hold	1,300	–	–	0.01%	518
2017 Q1	$14.8K	Hold	1,300	–	–	0.01%	522
2016 Q4	$13.7K	Hold	1,300	–	–	0.01%	504
2016 Q3	$14.3K	Hold	1,300	–	–	0.01%	485
2016 Q2	$13.8K	Hold	1,300	–	–	0.01%	481
2016 Q1	$13.5K	Buy	+1,300	New	+$12.6K	0.01%	469

Other funds holding CHY

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

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

PWSG

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

GIP

Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return

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

Anchor Investment Management's CHY Position: Q2 2019 in Review

Anchor Investment Management sold out of Calamos Convertible and High Income Fund (CHY) in Q2 2019, closing a stake of 1,300 shares — an estimated $14.1K sold.

Anchor Investment Management first reported a position in CHY in Q1 2016 and held it in 13 quarters. The position peaked at $17.3K in Q3 2018. 90 funds tracked by Wall St. Rank hold CHY as of Q2 2019.

Anchor Investment Management reported no remaining Calamos Convertible and High Income Fund position as of Q2 2019 after selling out during the quarter.
Anchor Investment Management sold 1,300 Calamos Convertible and High Income Fund shares in Q2 2019, an estimated $14.1K.
Anchor Investment Management first reported a position in Calamos Convertible and High Income Fund in Q1 2016 and held it in 13 quarters.
Anchor Investment Management's Calamos Convertible and High Income Fund position peaked at $17.3K in Q3 2018.
90 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2019.

Based on Anchor Investment Management's 13F filing for Q2 2019, filed 3 Jan 2024.