CWM
CHI

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

Cornerstone Wealth Management’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
2018
Q4 		– Sell
-16,384
Closed -$1.41M – 462
2018
Q3 		$1.41M Sell
16,384
-3,498
-18% -$42.9K 0.02% 613
2018
Q2 		$1.7M Buy
+19,882
New +$229K 0.02% 590

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VBFG
Vishria Bird Financial Group Memphis, Tennessee $510M AUM 12.05% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cornerstone Wealth Management's CHI Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q4 2018, closing a stake of 16,384 shares — an estimated $1.41M sold.

Cornerstone Wealth Management first reported a position in CHI in Q2 2018 and held it in 2 quarters. The position peaked at $1.7M in Q2 2018. 92 funds tracked by Wall St. Rank hold CHI as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 16,384 Calamos Convertible Opportunities and Income Fund shares in Q4 2018, an estimated $1.41M.
  • Cornerstone Wealth Management first reported a position in Calamos Convertible Opportunities and Income Fund in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Calamos Convertible Opportunities and Income Fund position peaked at $1.7M in Q2 2018.
  • 92 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.