GJWM
CHI

Gilliland Jeter Wealth Management’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Gilliland Jeter Wealth 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
2024
Q4 		– Sell
-3,400
Closed -$39.6K – 251
2024
Q3 		$39.6K Hold
3,400
– – 0.01% 325
2024
Q2 		$39.6K Hold
3,400
– – 0.01% 317
2024
Q1 		$38.6K Buy
+3,400
New +$37K 0.01% 309

Other funds holding CHI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Gilliland Jeter Wealth Management's CHI Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q4 2024, closing a stake of 3,400 shares — an estimated $39.6K sold.

Gilliland Jeter Wealth Management first reported a position in CHI in Q1 2024 and held it in 3 quarters. The position peaked at $39.6K in Q3 2024. 126 funds tracked by Wall St. Rank hold CHI as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 3,400 Calamos Convertible Opportunities and Income Fund shares in Q4 2024, an estimated $39.6K.
  • Gilliland Jeter Wealth Management first reported a position in Calamos Convertible Opportunities and Income Fund in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Calamos Convertible Opportunities and Income Fund position peaked at $39.6K in Q3 2024.
  • 126 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.