Farmers & Merchants Investments Inc’s Calamos Convertible and High Income Fund CHY Stock Holding History

Farmers & Merchants Investments Inc’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
2015 Q4	–	Sell	-400	Closed	-$4K	–	720
2015 Q3	$4K	Hold	400	–	–	﹤0.01%	604
2015 Q2	$5K	Hold	400	–	–	﹤0.01%	608
2015 Q1	$6K	Hold	400	–	–	﹤0.01%	599
2014 Q4	$6K	Hold	400	–	–	﹤0.01%	577
2014 Q3	$6K	Sell	400 -1,170	-75%	-$17K	﹤0.01%	590
2014 Q2	$23K	Buy	1,570 +1,170	+293%	+$16.7K	﹤0.01%	373
2014 Q1	$5K	Hold	400	–	–	﹤0.01%	589
2013 Q4	$5K	Buy	+400	New	+$5.11K	﹤0.01%	598

Other funds holding CHY

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

Farmers & Merchants Investments Inc's CHY Position: Q4 2015 in Review

Farmers & Merchants Investments Inc sold out of Calamos Convertible and High Income Fund (CHY) in Q4 2015, closing a stake of 400 shares — an estimated $4K sold.

Farmers & Merchants Investments Inc first reported a position in CHY in Q4 2013 and held it in 8 quarters. The position peaked at $23K in Q2 2014. 103 funds tracked by Wall St. Rank hold CHY as of Q4 2015.

Farmers & Merchants Investments Inc reported no remaining Calamos Convertible and High Income Fund position as of Q4 2015 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 400 Calamos Convertible and High Income Fund shares in Q4 2015, an estimated $4K.
Farmers & Merchants Investments Inc first reported a position in Calamos Convertible and High Income Fund in Q4 2013 and held it in 8 quarters.
Farmers & Merchants Investments Inc's Calamos Convertible and High Income Fund position peaked at $23K in Q2 2014.
103 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q4 2015.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2015, filed 2 Feb 2016.