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

Clarus Wealth 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 Q3	–	Sell	-3,158	Closed	-$33K	–	206
2019 Q2	$33K	Hold	3,158	–	–	0.02%	313
2019 Q1	$32K	Hold	3,158	–	–	0.02%	349
2018 Q4	$28K	Hold	3,158	–	–	0.04%	342
2018 Q3	$38K	Hold	3,158	–	–	0.02%	334
2018 Q2	$35K	Buy	+3,158	New	+$36.4K	0.03%	336

Other funds holding CHI

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Clarus Wealth Advisors's CHI Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q3 2019, closing a stake of 3,158 shares — an estimated $33K sold.

Clarus Wealth Advisors first reported a position in CHI in Q2 2018 and held it in 5 quarters. The position peaked at $38K in Q3 2018. 88 funds tracked by Wall St. Rank hold CHI as of Q3 2019.

Clarus Wealth Advisors reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 3,158 Calamos Convertible Opportunities and Income Fund shares in Q3 2019, an estimated $33K.
Clarus Wealth Advisors first reported a position in Calamos Convertible Opportunities and Income Fund in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's Calamos Convertible Opportunities and Income Fund position peaked at $38K in Q3 2018.
88 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.