Bessemer Group
CHI

Bessemer Group’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Bessemer Group’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
2021
Q1 		– Sell
-8,261
Closed -$112K – 1513
2020
Q4 		$112K Buy
+8,261
New +$102K ﹤0.01% 845

Other funds holding CHI

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Bessemer Group's CHI Position: Q1 2021 in Review

Bessemer Group sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q1 2021, closing a stake of 8,261 shares — an estimated $112K sold.

Bessemer Group first reported a position in CHI in Q4 2020 and held it in 1 quarter. The position peaked at $112K in Q4 2020. 108 funds tracked by Wall St. Rank hold CHI as of Q1 2021.

  • Bessemer Group reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q1 2021 after selling out during the quarter.
  • Bessemer Group sold 8,261 Calamos Convertible Opportunities and Income Fund shares in Q1 2021, an estimated $112K.
  • Bessemer Group first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2020 and held it in 1 quarter.
  • Bessemer Group's Calamos Convertible Opportunities and Income Fund position peaked at $112K in Q4 2020.
  • 108 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q1 2021.

Based on Bessemer Group's 13F filing for Q1 2021, filed 13 May 2021.