BCA
CHY

Berman Capital Advisors’s Calamos Convertible and High Income Fund CHY Stock Holding History

Berman Capital Advisors’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
2020
Q4 		– Sell
-3,021
Closed -$35K – 1686
2020
Q3 		$35K Buy
+3,021
New +$35.9K 0.01% 436

Other funds holding CHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Berman Capital Advisors's CHY Position: Q4 2020 in Review

Berman Capital Advisors sold out of Calamos Convertible and High Income Fund (CHY) in Q4 2020, closing a stake of 3,021 shares — an estimated $35K sold.

Berman Capital Advisors first reported a position in CHY in Q3 2020 and held it in 1 quarter. The position peaked at $35K in Q3 2020. 105 funds tracked by Wall St. Rank hold CHY as of Q4 2020.

  • Berman Capital Advisors reported no remaining Calamos Convertible and High Income Fund position as of Q4 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 3,021 Calamos Convertible and High Income Fund shares in Q4 2020, an estimated $35K.
  • Berman Capital Advisors first reported a position in Calamos Convertible and High Income Fund in Q3 2020 and held it in 1 quarter.
  • Berman Capital Advisors's Calamos Convertible and High Income Fund position peaked at $35K in Q3 2020.
  • 105 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q4 2020.

Based on Berman Capital Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.