CF
CHI

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

Centaurus Financial’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
2018
Q3 		– Sell
-500
Closed -$6K – 773
2018
Q2 		$6K Buy
+500
New +$5.76K ﹤0.01% 1714

Other funds holding CHI

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VBFG
Vishria Bird Financial Group Memphis, Tennessee $510M AUM 12.05% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Centaurus Financial's CHI Position: Q3 2018 in Review

Centaurus Financial sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q3 2018, closing a stake of 500 shares — an estimated $6K sold.

Centaurus Financial first reported a position in CHI in Q2 2018 and held it in 1 quarter. The position peaked at $6K in Q2 2018. 90 funds tracked by Wall St. Rank hold CHI as of Q3 2018.

  • Centaurus Financial reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q3 2018 after selling out during the quarter.
  • Centaurus Financial sold 500 Calamos Convertible Opportunities and Income Fund shares in Q3 2018, an estimated $6K.
  • Centaurus Financial first reported a position in Calamos Convertible Opportunities and Income Fund in Q2 2018 and held it in 1 quarter.
  • Centaurus Financial's Calamos Convertible Opportunities and Income Fund position peaked at $6K in Q2 2018.
  • 90 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q3 2018.

Based on Centaurus Financial's 13F filing for Q3 2018, filed 5 Nov 2018.