FF
CHY

FourThought Financial’s Calamos Convertible and High Income Fund CHY Stock Holding History

FourThought Financial’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
2022
Q3 		$12K Hold
1,160
– – ﹤0.01% 986
2022
Q2 		$13K Buy
+1,160
New +$14.4K ﹤0.01% 956

Other funds holding CHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

FourThought Financial's CHY Position: Q3 2022 in Review

FourThought Financial held its Calamos Convertible and High Income Fund (CHY) position steady in Q3 2022 at 1,160 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

FourThought Financial first reported a position in CHY in Q2 2022 and has held it in 2 quarters since. The position peaked at $13K in Q2 2022. 109 funds tracked by Wall St. Rank hold CHY as of Q3 2022.

  • FourThought Financial held 1,160 shares of Calamos Convertible and High Income Fund worth $12K as of Q3 2022.
  • FourThought Financial left its Calamos Convertible and High Income Fund share count unchanged in Q3 2022.
  • Calamos Convertible and High Income Fund made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #986 holding.
  • FourThought Financial first reported a position in Calamos Convertible and High Income Fund in Q2 2022 and has held it in 2 quarters since.
  • FourThought Financial's Calamos Convertible and High Income Fund position peaked at $13K in Q2 2022.
  • 109 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.