CA
CHI

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

Cornerstone 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
2025
Q1 		– Sell
-12,300
Closed -$147K – 272
2024
Q4 		$147K Hold
12,300
– – 0.01% 257
2024
Q3 		$143K Buy
+12,300
New +$141K 0.01% 272
2015
Q4 		– Sell
-33,600
Closed -$332K – 229
2015
Q3 		$332K Buy
+33,600
New +$371K 0.08% 193

Other funds holding CHI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Cornerstone Advisors's CHI Position: Q1 2025 in Review

Cornerstone Advisors sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q1 2025, closing a stake of 12,300 shares — an estimated $147K sold.

Cornerstone Advisors first reported a position in CHI in Q3 2015 and held it in 3 quarters. The position peaked at $332K in Q3 2015. 120 funds tracked by Wall St. Rank hold CHI as of Q1 2025.

  • Cornerstone Advisors reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q1 2025 after selling out during the quarter.
  • Cornerstone Advisors sold 12,300 Calamos Convertible Opportunities and Income Fund shares in Q1 2025, an estimated $147K.
  • Cornerstone Advisors first reported a position in Calamos Convertible Opportunities and Income Fund in Q3 2015 and held it in 3 quarters.
  • Cornerstone Advisors's Calamos Convertible Opportunities and Income Fund position peaked at $332K in Q3 2015.
  • 120 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q1 2025.

Based on Cornerstone Advisors's 13F filing for Q1 2025, filed 9 May 2025.