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

Bartlett & Co’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
2023 Q4	$11K	Buy	+1,000	New	+$10.3K	﹤0.01%	980

Other funds holding CHI

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

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Bartlett & Co's CHI Position: Q4 2023 in Review

Bartlett & Co opened a new position in Calamos Convertible Opportunities and Income Fund (CHI) in Q4 2023: 1,000 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #980 among its holdings.

112 funds tracked by Wall St. Rank hold CHI as of Q4 2023.

Bartlett & Co held 1,000 shares of Calamos Convertible Opportunities and Income Fund worth $11K as of Q4 2023.
Calamos Convertible Opportunities and Income Fund was a new Bartlett & Co position in Q4 2023.
Calamos Convertible Opportunities and Income Fund made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #980 holding.
112 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.