DI
CHY

Disciplined Investments’s Calamos Convertible and High Income Fund CHY Stock Holding History

Disciplined Investments’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
2022
Q3 		– Sell
-368
Closed -$4K – 1274
2022
Q2 		$4K Hold
368
– – ﹤0.01% 470
2022
Q1 		$5K Buy
+368
New +$5.27K ﹤0.01% 451

Other funds holding CHY

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Disciplined Investments's CHY Position: Q3 2022 in Review

Disciplined Investments sold out of Calamos Convertible and High Income Fund (CHY) in Q3 2022, closing a stake of 368 shares — an estimated $4K sold.

Disciplined Investments first reported a position in CHY in Q1 2022 and held it in 2 quarters. The position peaked at $5K in Q1 2022. 109 funds tracked by Wall St. Rank hold CHY as of Q3 2022.

  • Disciplined Investments reported no remaining Calamos Convertible and High Income Fund position as of Q3 2022 after selling out during the quarter.
  • Disciplined Investments sold 368 Calamos Convertible and High Income Fund shares in Q3 2022, an estimated $4K.
  • Disciplined Investments first reported a position in Calamos Convertible and High Income Fund in Q1 2022 and held it in 2 quarters.
  • Disciplined Investments's Calamos Convertible and High Income Fund position peaked at $5K in Q1 2022.
  • 109 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q3 2022.

Based on Disciplined Investments's 13F filing for Q3 2022, filed 3 Nov 2022.