Financial Architects (New Jersey)’s Calamos Convertible and High Income Fund CHY Stock Holding History

Financial Architects (New Jersey)’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 Q1	–	Sell	-836	Closed	-$12K	–	947
2014 Q4	$12K	Hold	836	–	–	0.01%	619
2014 Q3	$12K	Hold	836	–	–	0.01%	551
2014 Q2	$12K	Buy	+836	New	+$11.9K	0.01%	589
2013 Q4	–	Sell	-1,336	Closed	-$16K	–	223
2013 Q3	$16K	Buy	+1,336	New	+$16.5K	0.01%	427

Other funds holding CHY

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

JWM

Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

MCC

Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return

Financial Architects (New Jersey)'s CHY Position: Q1 2015 in Review

Financial Architects (New Jersey) sold out of Calamos Convertible and High Income Fund (CHY) in Q1 2015, closing a stake of 836 shares — an estimated $12K sold.

Financial Architects (New Jersey) first reported a position in CHY in Q3 2013 and held it in 4 quarters. The position peaked at $16K in Q3 2013. 83 funds tracked by Wall St. Rank hold CHY as of Q1 2015.

Financial Architects (New Jersey) reported no remaining Calamos Convertible and High Income Fund position as of Q1 2015 after selling out during the quarter.
Financial Architects (New Jersey) sold 836 Calamos Convertible and High Income Fund shares in Q1 2015, an estimated $12K.
Financial Architects (New Jersey) first reported a position in Calamos Convertible and High Income Fund in Q3 2013 and held it in 4 quarters.
Financial Architects (New Jersey)'s Calamos Convertible and High Income Fund position peaked at $16K in Q3 2013.
83 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q1 2015.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2015, filed 30 Apr 2015.