CIBC Private Wealth Group
CHI

CIBC Private Wealth Group’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

CIBC Private Wealth Group’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
-1,000
Closed -$12K – 1085
2018
Q2 		$12K Sell
1,000
-53,500
-98% -$616K ﹤0.01% 1513
2018
Q1 		$605K Buy
54,500
+52,700
+2,928% +$584K ﹤0.01% 738
2017
Q4 		$20K Buy
+1,800
New +$20.6K ﹤0.01% 1401

Other funds holding CHI

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

CIBC Private Wealth Group's CHI Position: Q3 2018 in Review

CIBC Private Wealth Group sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q3 2018, closing a stake of 1,000 shares — an estimated $12K sold.

CIBC Private Wealth Group first reported a position in CHI in Q4 2017 and held it in 3 quarters. The position peaked at $605K in Q1 2018. 90 funds tracked by Wall St. Rank hold CHI as of Q3 2018.

  • CIBC Private Wealth Group reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q3 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 1,000 Calamos Convertible Opportunities and Income Fund shares in Q3 2018, an estimated $12K.
  • CIBC Private Wealth Group first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2017 and held it in 3 quarters.
  • CIBC Private Wealth Group's Calamos Convertible Opportunities and Income Fund position peaked at $605K in Q1 2018.
  • 90 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q3 2018.

Based on CIBC Private Wealth Group's 13F filing for Q3 2018, filed 14 Nov 2018.