BCWM
CHI

Bartlett & Co Wealth Management’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Bartlett & Co 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
2024
Q1 		– Sell
-1,000
Closed -$10.7K – 1146
2023
Q4 		$10.7K Buy
+1,000
New +$10.3K ﹤0.01% 989

Other funds holding CHI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Bartlett & Co Wealth Management's CHI Position: Q1 2024 in Review

Bartlett & Co Wealth Management sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q1 2024, closing a stake of 1,000 shares — an estimated $10.7K sold.

Bartlett & Co Wealth Management first reported a position in CHI in Q4 2023 and held it in 1 quarter. The position peaked at $10.7K in Q4 2023. 109 funds tracked by Wall St. Rank hold CHI as of Q1 2024.

  • Bartlett & Co Wealth Management reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q1 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 1,000 Calamos Convertible Opportunities and Income Fund shares in Q1 2024, an estimated $10.7K.
  • Bartlett & Co Wealth Management first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2023 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Calamos Convertible Opportunities and Income Fund position peaked at $10.7K in Q4 2023.
  • 109 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q1 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.