FFEC
CHI

First Financial Equity Corporation’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

First Financial Equity Corporation’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
2017
Q1 		$210K Buy
+19,125
New +$206K 0.04% 394

Other funds holding CHI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Financial Equity Corporation's CHI Position: Q1 2017 in Review

First Financial Equity Corporation opened a new position in Calamos Convertible Opportunities and Income Fund (CHI) in Q1 2017: 19,125 shares worth $210K. The stake represents 0.04% of the portfolio and ranks #394 among its holdings.

90 funds tracked by Wall St. Rank hold CHI as of Q1 2017.

  • First Financial Equity Corporation held 19,125 shares of Calamos Convertible Opportunities and Income Fund worth $210K as of Q1 2017.
  • Calamos Convertible Opportunities and Income Fund was a new First Financial Equity Corporation position in Q1 2017.
  • Calamos Convertible Opportunities and Income Fund made up 0.04% of First Financial Equity Corporation's portfolio in Q1 2017, its #394 holding.
  • 90 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q1 2017.

Based on First Financial Equity Corporation's 13F filing for Q1 2017, filed 16 May 2017.