Calamos Wealth Management’s Calamos Convertible and High Income Fund CHY Stock Holding History

Calamos Wealth Management’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
2017 Q1	–	Sell	-231,241	Closed	-$2.44M	–	238
2016 Q4	$2.44M	Buy	231,241 +5,232	+2%	+$55.2K	0.39%	77
2016 Q3	$2.49M	Buy	226,009 +6,546	+3%	+$72.9K	0.43%	74
2016 Q2	$2.33M	Buy	219,463 +5,066	+2%	+$52.3K	0.41%	78
2016 Q1	$2.23M	Buy	214,397 +4,863	+2%	+$47K	0.43%	70
2015 Q4	$2.2M	Buy	+209,534	New	+$2.31M	0.44%	71

Other funds holding CHY

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

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

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

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

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

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

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

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

Calamos Wealth Management sold out of Calamos Convertible and High Income Fund (CHY) in Q1 2017, closing a stake of 231,241 shares — an estimated $2.44M sold.

Calamos Wealth Management first reported a position in CHY in Q4 2015 and held it in 5 quarters. The position peaked at $2.49M in Q3 2016. 85 funds tracked by Wall St. Rank hold CHY as of Q1 2017.

Calamos Wealth Management reported no remaining Calamos Convertible and High Income Fund position as of Q1 2017 after selling out during the quarter.
Calamos Wealth Management sold 231,241 Calamos Convertible and High Income Fund shares in Q1 2017, an estimated $2.44M.
Calamos Wealth Management first reported a position in Calamos Convertible and High Income Fund in Q4 2015 and held it in 5 quarters.
Calamos Wealth Management's Calamos Convertible and High Income Fund position peaked at $2.49M in Q3 2016.
85 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q1 2017.

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