CIBC Private Wealth Group
CHY

CIBC Private Wealth Group’s Calamos Convertible and High Income Fund CHY Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$65.9K Buy
5,829
+3,921
+206% +$44.9K ﹤0.01% 1676
2025
Q3 		$21.4K Buy
1,908
+1
+0.1% +$11 ﹤0.01% 2130
2025
Q2 		$21K Hold
1,907
– – ﹤0.01% 2000
2025
Q1 		$17.9K Hold
1,907
– – ﹤0.01% 2032
2024
Q4 		$22.3K Hold
1,907
– – ﹤0.01% 2010
2024
Q3 		$22.8K Hold
1,907
– – ﹤0.01% 2101
2024
Q2 		$21.7K Sell
1,907
-500
-21% -$5.61K ﹤0.01% 1995
2024
Q1 		$27.9K Buy
+2,407
New +$28.4K ﹤0.01% 1911
2018
Q1 		– Sell
-28,907
Closed -$343K – 1953
2017
Q4 		$343K Hold
28,907
– – ﹤0.01% 853
2017
Q3 		$344K Hold
28,907
– – ﹤0.01% 827
2017
Q2 		$343K Sell
28,907
-673
-2% -$7.82K ﹤0.01% 571
2017
Q1 		$337K Buy
+29,580
New +$330K ﹤0.01% 550

Other funds holding CHY

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
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
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $160M AUM 20.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return