Csenge Advisory Group’s Calamos Convertible and High Income Fund CHY Stock Holding History

Csenge Advisory Group’s Portfolio CHY Stock Details CHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-439	Closed	-$4K	–	423
2018 Q3	$4K	Buy	+439	New	+$5.74K	﹤0.01%	636
2018 Q2	–	Sell	-15,263	Closed	-$179K	–	256
2018 Q1	$179K	Buy	15,263 +3,161	+26%	+$37.5K	0.06%	268
2017 Q4	$143K	Sell	12,102 -3,513	-22%	-$41.7K	0.05%	248
2017 Q3	$186K	Buy	+15,615	New	+$185K	0.07%	245

Other funds holding CHY

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

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

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

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

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Csenge Advisory Group's CHY Position: Q4 2018 in Review

Csenge Advisory Group sold out of Calamos Convertible and High Income Fund (CHY) in Q4 2018, closing a stake of 439 shares — an estimated $4K sold.

Csenge Advisory Group first reported a position in CHY in Q3 2017 and held it in 4 quarters. The position peaked at $186K in Q3 2017. 89 funds tracked by Wall St. Rank hold CHY as of Q4 2018.

Csenge Advisory Group reported no remaining Calamos Convertible and High Income Fund position as of Q4 2018 after selling out during the quarter.
Csenge Advisory Group sold 439 Calamos Convertible and High Income Fund shares in Q4 2018, an estimated $4K.
Csenge Advisory Group first reported a position in Calamos Convertible and High Income Fund in Q3 2017 and held it in 4 quarters.
Csenge Advisory Group's Calamos Convertible and High Income Fund position peaked at $186K in Q3 2017.
89 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q4 2018.

Based on Csenge Advisory Group's 13F filing for Q4 2018, filed 7 Feb 2019.