EWA
CHY

EverSource Wealth Advisors’s Calamos Convertible and High Income Fund CHY Stock Holding History

EverSource Wealth Advisors’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
2023
Q3 		– Sell
-75
Closed -$837 – 2531
2023
Q2 		$837 Hold
75
– – ﹤0.01% 2270
2023
Q1 		$814 Buy
+75
New +$891 ﹤0.01% 2155

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

EverSource Wealth Advisors's CHY Position: Q3 2023 in Review

EverSource Wealth Advisors sold out of Calamos Convertible and High Income Fund (CHY) in Q3 2023, closing a stake of 75 shares — an estimated $837 sold.

EverSource Wealth Advisors first reported a position in CHY in Q1 2023 and held it in 2 quarters. The position peaked at $837 in Q2 2023. 114 funds tracked by Wall St. Rank hold CHY as of Q3 2023.

  • EverSource Wealth Advisors reported no remaining Calamos Convertible and High Income Fund position as of Q3 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 75 Calamos Convertible and High Income Fund shares in Q3 2023, an estimated $837.
  • EverSource Wealth Advisors first reported a position in Calamos Convertible and High Income Fund in Q1 2023 and held it in 2 quarters.
  • EverSource Wealth Advisors's Calamos Convertible and High Income Fund position peaked at $837 in Q2 2023.
  • 114 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q3 2023.

Based on EverSource Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.