FIM
CHI

Freedom Investment Management’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Freedom Investment Management’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
2018
Q1 		– Sell
-10,920
Closed -$122K – 1124
2017
Q4 		$122K Buy
+10,920
New +$125K 0.01% 1098
2014
Q4 		– Sell
-10,581
Closed -$143K – 592
2014
Q3 		$143K Buy
+10,581
New +$146K 0.03% 467

Other funds holding CHI

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
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Freedom Investment Management's CHI Position: Q1 2018 in Review

Freedom Investment Management sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q1 2018, closing a stake of 10,920 shares — an estimated $122K sold.

Freedom Investment Management first reported a position in CHI in Q3 2014 and held it in 2 quarters. The position peaked at $143K in Q3 2014. 89 funds tracked by Wall St. Rank hold CHI as of Q1 2018.

  • Freedom Investment Management reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q1 2018 after selling out during the quarter.
  • Freedom Investment Management sold 10,920 Calamos Convertible Opportunities and Income Fund shares in Q1 2018, an estimated $122K.
  • Freedom Investment Management first reported a position in Calamos Convertible Opportunities and Income Fund in Q3 2014 and held it in 2 quarters.
  • Freedom Investment Management's Calamos Convertible Opportunities and Income Fund position peaked at $143K in Q3 2014.
  • 89 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q1 2018.

Based on Freedom Investment Management's 13F filing for Q1 2018, filed 6 Apr 2018.