Ford Financial Group’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Ford Financial Group’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
2023 Q1	–	Sell	-15,000	Closed	-$158K	–	19
2022 Q4	$158K	Hold	15,000	–	–	0.06%	118
2022 Q3	$144K	Hold	15,000	–	–	0.06%	119
2022 Q2	$160K	Hold	15,000	–	–	0.07%	117
2022 Q1	$198K	Hold	15,000	–	–	0.08%	123
2021 Q4	$226	Hold	15,000	–	–	0.04%	96
2021 Q3	$224K	Hold	15,000	–	–	0.09%	88
2021 Q2	$227K	Hold	15,000	–	–	0.08%	90
2021 Q1	$213K	Hold	15,000	–	–	0.09%	91
2020 Q4	$203K	Hold	15,000	–	–	0.1%	92
2020 Q3	$165K	Hold	15,000	–	–	0.09%	84
2020 Q2	$159K	Hold	15,000	–	–	0.09%	87
2020 Q1	$125K	Hold	15,000	–	–	0.08%	86
2019 Q4	$165K	Sell	15,000 -1,052	-7%	-$11.3K	0.1%	91
2019 Q3	$167K	Buy	16,052 +52	+0.3%	+$549	0.11%	84
2019 Q2	$168K	Hold	16,000	–	–	0.11%	84
2019 Q1	$162K	Hold	16,000	–	–	0.12%	66
2018 Q4	$141K	Hold	16,000	–	–	0.11%	54
2018 Q3	$195K	Buy	16,000 +2,600	+19%	+$31.9K	0.14%	37
2018 Q2	$157K	Hold	13,400	–	–	0.11%	39
2018 Q1	$148K	Buy	13,400 +1,000	+8%	+$11.1K	0.12%	43
2017 Q4	$138K	Buy	+12,400	New	+$142K	0.1%	51

Other funds holding CHI

Morgan Stanley New York $1.66T AUM 25.57% 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

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

AAM

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

Ford Financial Group's CHI Position: Q1 2023 in Review

Ford Financial Group sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q1 2023, closing a stake of 15,000 shares — an estimated $158K sold.

Ford Financial Group first reported a position in CHI in Q4 2017 and held it in 21 quarters. The position peaked at $227K in Q2 2021. 115 funds tracked by Wall St. Rank hold CHI as of Q1 2023.

Ford Financial Group reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q1 2023 after selling out during the quarter.
Ford Financial Group sold 15,000 Calamos Convertible Opportunities and Income Fund shares in Q1 2023, an estimated $158K.
Ford Financial Group first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2017 and held it in 21 quarters.
Ford Financial Group's Calamos Convertible Opportunities and Income Fund position peaked at $227K in Q2 2021.
115 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.