BW
CHY

Boaz Weinstein’s Calamos Convertible and High Income Fund CHY Stock Holding History

Boaz Weinstein’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
2014
Q1 		– Sell
-25,961
Closed -$336K – 219
2013
Q4 		$336K Buy
25,961
+15,600
+151% +$199K 0.02% 180
2013
Q3 		$130K Buy
+10,361
New +$128K 0.01% 157

Other funds holding CHY

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Boaz Weinstein's CHY Position: Q1 2014 in Review

Boaz Weinstein sold out of Calamos Convertible and High Income Fund (CHY) in Q1 2014, closing a stake of 25,961 shares — an estimated $336K sold.

Boaz Weinstein first reported a position in CHY in Q3 2013 and held it in 2 quarters. The position peaked at $336K in Q4 2013. 84 funds tracked by Wall St. Rank hold CHY as of Q1 2014.

  • Boaz Weinstein reported no remaining Calamos Convertible and High Income Fund position as of Q1 2014 after selling out during the quarter.
  • Boaz Weinstein sold 25,961 Calamos Convertible and High Income Fund shares in Q1 2014, an estimated $336K.
  • Boaz Weinstein first reported a position in Calamos Convertible and High Income Fund in Q3 2013 and held it in 2 quarters.
  • Boaz Weinstein's Calamos Convertible and High Income Fund position peaked at $336K in Q4 2013.
  • 84 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q1 2014.

Based on Saba Capital Management's 13F filing for Q1 2014, filed 15 May 2014.