DWM
CHI

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

Doyle 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
2022
Q2 		– Sell
-12,467
Closed -$165K – 214
2022
Q1 		$165K Hold
12,467
– – 0.01% 236
2021
Q4 		$188K Buy
+12,467
New +$193K 0.01% 228

Other funds holding CHI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Doyle Wealth Management's CHI Position: Q2 2022 in Review

Doyle Wealth Management sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q2 2022, closing a stake of 12,467 shares — an estimated $165K sold.

Doyle Wealth Management first reported a position in CHI in Q4 2021 and held it in 2 quarters. The position peaked at $188K in Q4 2021. 110 funds tracked by Wall St. Rank hold CHI as of Q2 2022.

  • Doyle Wealth Management reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q2 2022 after selling out during the quarter.
  • Doyle Wealth Management sold 12,467 Calamos Convertible Opportunities and Income Fund shares in Q2 2022, an estimated $165K.
  • Doyle Wealth Management first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2021 and held it in 2 quarters.
  • Doyle Wealth Management's Calamos Convertible Opportunities and Income Fund position peaked at $188K in Q4 2021.
  • 110 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2022.

Based on Doyle Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.