B. Riley Wealth Management’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

B. Riley Wealth Management’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
2016 Q1	$188K	Buy	19,882 +379	+2%	+$3.4K	0.28%	119
2015 Q4	$193K	Sell	19,503 -6,062	-24%	-$61.4K	0.25%	137
2015 Q3	$252K	Buy	25,565 +12,278	+92%	+$136K	0.36%	105
2015 Q2	$162K	Buy	13,287 +10,128	+321%	+$131K	0.13%	210
2015 Q1	$41K	Hold	3,159	–	–	0.03%	439
2014 Q4	$40K	Hold	3,159	–	–	0.03%	429
2014 Q3	$42K	Buy	3,159 +929	+42%	+$12.8K	0.03%	450
2014 Q2	$31K	Hold	2,230	–	–	0.02%	556
2014 Q1	$31K	Buy	+2,230	New	+$30.7K	0.02%	542

Other funds holding CHI

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

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

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

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

NMC

Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 1-Year Est. Return

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

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

B. Riley Wealth Management's CHI Position: Q1 2016 in Review

B. Riley Wealth Management increased its Calamos Convertible Opportunities and Income Fund (CHI) stake by 1.9% in Q1 2016, buying an estimated $3.4K and bringing the position to 19,882 shares worth $188K. The position accounts for 0.28% of the portfolio, ranked #119.

B. Riley Wealth Management first reported a position in CHI in Q1 2014 and has held it in 9 quarters since. The position peaked at $252K in Q3 2015. 82 funds tracked by Wall St. Rank hold CHI as of Q1 2016.

B. Riley Wealth Management held 19,882 shares of Calamos Convertible Opportunities and Income Fund worth $188K as of Q1 2016.
B. Riley Wealth Management bought 379 Calamos Convertible Opportunities and Income Fund shares in Q1 2016, an estimated $3.4K.
Calamos Convertible Opportunities and Income Fund made up 0.28% of B. Riley Wealth Management's portfolio in Q1 2016, its #119 holding.
B. Riley Wealth Management first reported a position in Calamos Convertible Opportunities and Income Fund in Q1 2014 and has held it in 9 quarters since.
B. Riley Wealth Management's Calamos Convertible Opportunities and Income Fund position peaked at $252K in Q3 2015.
82 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q1 2016.

Based on B. Riley Wealth Management's 13F filing for Q1 2016, filed 12 Apr 2016.