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

Calamos 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
2017 Q1	–	Sell	-49,100	Closed	-$495K	–	237
2016 Q4	$495K	Buy	49,100 +662	+1%	+$6.59K	0.08%	176
2016 Q3	$500K	Buy	48,438 +835	+2%	+$8.67K	0.09%	170
2016 Q2	$468K	Buy	47,603 +651	+1%	+$6.27K	0.08%	171
2016 Q1	$446K	Buy	46,952 +1,236	+3%	+$11.1K	0.09%	189
2015 Q4	$453K	Buy	+45,716	New	+$463K	0.09%	199

Other funds holding CHI

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

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

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

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

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

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

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

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Calamos Wealth Management's CHI Position: Q1 2017 in Review

Calamos Wealth Management sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q1 2017, closing a stake of 49,100 shares — an estimated $495K sold.

Calamos Wealth Management first reported a position in CHI in Q4 2015 and held it in 5 quarters. The position peaked at $500K in Q3 2016. 90 funds tracked by Wall St. Rank hold CHI as of Q1 2017.

Calamos Wealth Management reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q1 2017 after selling out during the quarter.
Calamos Wealth Management sold 49,100 Calamos Convertible Opportunities and Income Fund shares in Q1 2017, an estimated $495K.
Calamos Wealth Management first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2015 and held it in 5 quarters.
Calamos Wealth Management's Calamos Convertible Opportunities and Income Fund position peaked at $500K in Q3 2016.
90 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q1 2017.

Based on Calamos Wealth Management's 13F filing for Q1 2017, filed 20 Apr 2017.