CA
CHI

Claro Advisors’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Claro Advisors’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
2019
Q1 		– Sell
-100
Closed -$1K – 277
2018
Q4 		$1K Buy
+100
New +$996 ﹤0.01% 991

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RCA
Reitz Capital Advisors Freeland, Michigan $55.6M AUM 12.74% 1-Year Est. Return

Claro Advisors's CHI Position: Q1 2019 in Review

Claro Advisors sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q1 2019, closing a stake of 100 shares — an estimated $1K sold.

Claro Advisors first reported a position in CHI in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 99 funds tracked by Wall St. Rank hold CHI as of Q1 2019.

  • Claro Advisors reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q1 2019 after selling out during the quarter.
  • Claro Advisors sold 100 Calamos Convertible Opportunities and Income Fund shares in Q1 2019, an estimated $1K.
  • Claro Advisors first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2018 and held it in 1 quarter.
  • Claro Advisors's Calamos Convertible Opportunities and Income Fund position peaked at $1K in Q4 2018.
  • 99 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.