CFA
CHI

Carroll Financial Associates’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Carroll Financial Associates’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
Q3 		– Sell
-3,250
Closed -$36K – 1194
2017
Q2 		$36K Hold
3,250
– – ﹤0.01% 558
2017
Q1 		$35K Buy
+3,250
New +$35K ﹤0.01% 542

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Carroll Financial Associates's CHI Position: Q3 2017 in Review

Carroll Financial Associates sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q3 2017, closing a stake of 3,250 shares — an estimated $36K sold.

Carroll Financial Associates first reported a position in CHI in Q1 2017 and held it in 2 quarters. The position peaked at $36K in Q2 2017. 81 funds tracked by Wall St. Rank hold CHI as of Q3 2017.

  • Carroll Financial Associates reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q3 2017 after selling out during the quarter.
  • Carroll Financial Associates sold 3,250 Calamos Convertible Opportunities and Income Fund shares in Q3 2017, an estimated $36K.
  • Carroll Financial Associates first reported a position in Calamos Convertible Opportunities and Income Fund in Q1 2017 and held it in 2 quarters.
  • Carroll Financial Associates's Calamos Convertible Opportunities and Income Fund position peaked at $36K in Q2 2017.
  • 81 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q3 2017.

Based on Carroll Financial Associates's 13F filing for Q3 2017, filed 25 Oct 2017.