AA
CHI

Ancora Advisors’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Ancora Advisors’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
-750
Closed -$8K – 678
2016
Q4 		$8K Buy
+750
New +$7.46K ﹤0.01% 1068

Other funds holding CHI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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

Ancora Advisors's CHI Position: Q1 2017 in Review

Ancora Advisors sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q1 2017, closing a stake of 750 shares — an estimated $8K sold.

Ancora Advisors first reported a position in CHI in Q4 2016 and held it in 1 quarter. The position peaked at $8K in Q4 2016. 90 funds tracked by Wall St. Rank hold CHI as of Q1 2017.

  • Ancora Advisors reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q1 2017 after selling out during the quarter.
  • Ancora Advisors sold 750 Calamos Convertible Opportunities and Income Fund shares in Q1 2017, an estimated $8K.
  • Ancora Advisors first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2016 and held it in 1 quarter.
  • Ancora Advisors's Calamos Convertible Opportunities and Income Fund position peaked at $8K in Q4 2016.
  • 90 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q1 2017.

Based on Ancora Advisors's 13F filing for Q1 2017, filed 15 May 2017.