Farmers & Merchants Investments Inc’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Farmers & Merchants Investments Inc’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
2020 Q1	–	Sell	-500	Closed	-$6K	–	838
2019 Q4	$6K	Buy	+500	New	+$5.38K	﹤0.01%	701
2016 Q4	–	Sell	-400	Closed	-$4K	–	795
2016 Q3	$4K	Buy	+400	New	+$4.16K	﹤0.01%	622
2015 Q4	–	Sell	-1,012	Closed	-$10K	–	719
2015 Q3	$10K	Hold	1,012	–	–	﹤0.01%	483
2015 Q2	$12K	Hold	1,012	–	–	﹤0.01%	474
2015 Q1	$13K	Hold	1,012	–	–	﹤0.01%	458
2014 Q4	$13K	Hold	1,012	–	–	﹤0.01%	449
2014 Q3	$14K	Hold	1,012	–	–	﹤0.01%	438
2014 Q2	$14K	Hold	1,012	–	–	﹤0.01%	443
2014 Q1	$14K	Hold	1,012	–	–	﹤0.01%	440
2013 Q4	$13K	Buy	+1,012	New	+$13.2K	﹤0.01%	456

Other funds holding CHI

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Farmers & Merchants Investments Inc's CHI Position: Q1 2020 in Review

Farmers & Merchants Investments Inc sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q1 2020, closing a stake of 500 shares — an estimated $6K sold.

Farmers & Merchants Investments Inc first reported a position in CHI in Q4 2013 and held it in 10 quarters. The position peaked at $14K in Q3 2014. 100 funds tracked by Wall St. Rank hold CHI as of Q1 2020.

Farmers & Merchants Investments Inc reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q1 2020 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 500 Calamos Convertible Opportunities and Income Fund shares in Q1 2020, an estimated $6K.
Farmers & Merchants Investments Inc first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2013 and held it in 10 quarters.
Farmers & Merchants Investments Inc's Calamos Convertible Opportunities and Income Fund position peaked at $14K in Q3 2014.
100 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q1 2020.

Based on Farmers & Merchants Investments Inc's 13F filing for Q1 2020, filed 16 Apr 2020.