CCP
CHI

Corient Capital Partners’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Corient Capital Partners’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
Q2 		– Sell
-16,163
Closed -$164K – 411
2019
Q1 		$164K Buy
+16,163
New +$162K 0.03% 334

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GC
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AAM
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UBS Group
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
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Cohen & Steers
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

Corient Capital Partners's CHI Position: Q2 2019 in Review

Corient Capital Partners sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q2 2019, closing a stake of 16,163 shares — an estimated $164K sold.

Corient Capital Partners first reported a position in CHI in Q1 2019 and held it in 1 quarter. The position peaked at $164K in Q1 2019. 87 funds tracked by Wall St. Rank hold CHI as of Q2 2019.

  • Corient Capital Partners reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q2 2019 after selling out during the quarter.
  • Corient Capital Partners sold 16,163 Calamos Convertible Opportunities and Income Fund shares in Q2 2019, an estimated $164K.
  • Corient Capital Partners first reported a position in Calamos Convertible Opportunities and Income Fund in Q1 2019 and held it in 1 quarter.
  • Corient Capital Partners's Calamos Convertible Opportunities and Income Fund position peaked at $164K in Q1 2019.
  • 87 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2019.

Based on Corient Capital Partners's 13F filing for Q2 2019, filed 8 Aug 2019.