DWM
CHY

Doyle Wealth Management’s Calamos Convertible and High Income Fund CHY Stock Holding History

Doyle Wealth Management’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
2019
Q3 		– Sell
-5,000
Closed -$55K – 290
2019
Q2 		$55K Buy
+5,000
New +$54.6K 0.01% 343
2019
Q1 		– Sell
-5,000
Closed -$47K – 279
2018
Q4 		$47K Buy
+5,000
New +$53.3K 0.01% 365

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
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return

Doyle Wealth Management's CHY Position: Q3 2019 in Review

Doyle Wealth Management sold out of Calamos Convertible and High Income Fund (CHY) in Q3 2019, closing a stake of 5,000 shares — an estimated $55K sold.

Doyle Wealth Management first reported a position in CHY in Q4 2018 and held it in 2 quarters. The position peaked at $55K in Q2 2019. 86 funds tracked by Wall St. Rank hold CHY as of Q3 2019.

  • Doyle Wealth Management reported no remaining Calamos Convertible and High Income Fund position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 5,000 Calamos Convertible and High Income Fund shares in Q3 2019, an estimated $55K.
  • Doyle Wealth Management first reported a position in Calamos Convertible and High Income Fund in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Calamos Convertible and High Income Fund position peaked at $55K in Q2 2019.
  • 86 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.