FWIA
CHI

Fort Washington Investment Advisors’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Fort Washington Investment Advisors’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
2015
Q3 		– Sell
-16,276
Closed -$199K – 450
2015
Q2 		$199K Hold
16,276
– – ﹤0.01% 419
2015
Q1 		$211K Hold
16,276
– – ﹤0.01% 413
2014
Q4 		$209K Hold
16,276
– – ﹤0.01% 418
2014
Q3 		$220K Hold
16,276
– – ﹤0.01% 412
2014
Q2 		$228K Hold
16,276
– – ﹤0.01% 415
2014
Q1 		$225K Sell
16,276
-50
-0.3% -$689 ﹤0.01% 408
2013
Q4 		$216K Sell
16,326
-303
-2% -$3.94K ﹤0.01% 464
2013
Q3 		$210K Sell
16,629
-1,500
-8% -$18.9K 0.01% 428
2013
Q2 		$229K Buy
+18,129
New +$230K 0.01% 408

Other funds holding CHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Fort Washington Investment Advisors's CHI Position: Q3 2015 in Review

Fort Washington Investment Advisors sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q3 2015, closing a stake of 16,276 shares — an estimated $199K sold.

Fort Washington Investment Advisors first reported a position in CHI in Q2 2013 and held it in 9 quarters. The position peaked at $229K in Q2 2013. 85 funds tracked by Wall St. Rank hold CHI as of Q3 2015.

  • Fort Washington Investment Advisors reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q3 2015 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 16,276 Calamos Convertible Opportunities and Income Fund shares in Q3 2015, an estimated $199K.
  • Fort Washington Investment Advisors first reported a position in Calamos Convertible Opportunities and Income Fund in Q2 2013 and held it in 9 quarters.
  • Fort Washington Investment Advisors's Calamos Convertible Opportunities and Income Fund position peaked at $229K in Q2 2013.
  • 85 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q3 2015.

Based on Fort Washington Investment Advisors's 13F filing for Q3 2015, filed 9 Nov 2015.