CFA
CHY

Capstone Financial Advisors’s Calamos Convertible and High Income Fund CHY Stock Holding History

Capstone Financial 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
2021
Q2 		– Sell
-10,000
Closed -$149K – 144
2021
Q1 		$149K Buy
+10,000
New +$149K 0.01% 117

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Capstone Financial Advisors's CHY Position: Q2 2021 in Review

Capstone Financial Advisors sold out of Calamos Convertible and High Income Fund (CHY) in Q2 2021, closing a stake of 10,000 shares — an estimated $149K sold.

Capstone Financial Advisors first reported a position in CHY in Q1 2021 and held it in 1 quarter. The position peaked at $149K in Q1 2021. 95 funds tracked by Wall St. Rank hold CHY as of Q2 2021.

  • Capstone Financial Advisors reported no remaining Calamos Convertible and High Income Fund position as of Q2 2021 after selling out during the quarter.
  • Capstone Financial Advisors sold 10,000 Calamos Convertible and High Income Fund shares in Q2 2021, an estimated $149K.
  • Capstone Financial Advisors first reported a position in Calamos Convertible and High Income Fund in Q1 2021 and held it in 1 quarter.
  • Capstone Financial Advisors's Calamos Convertible and High Income Fund position peaked at $149K in Q1 2021.
  • 95 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2021.

Based on Capstone Financial Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.