Gradient Investments’s Calamos Convertible and High Income Fund CHY Stock Holding History

Gradient Investments’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
2016 Q2	–	Sell	-849	Closed	-$9K	–	719
2016 Q1	$9K	Hold	849	–	–	﹤0.01%	450
2015 Q4	$9K	Hold	849	–	–	﹤0.01%	408
2015 Q3	$9K	Hold	849	–	–	﹤0.01%	388
2015 Q2	$11K	Hold	849	–	–	﹤0.01%	372
2015 Q1	$12K	Buy	+849	New	+$12.1K	﹤0.01%	378
2014 Q2	–	Sell	-1,505	Closed	-$20K	–	508
2014 Q1	$20K	Buy	+1,505	New	+$20.1K	﹤0.01%	286

Other funds holding CHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return

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

Gradient Investments's CHY Position: Q2 2016 in Review

Gradient Investments sold out of Calamos Convertible and High Income Fund (CHY) in Q2 2016, closing a stake of 849 shares — an estimated $9K sold.

Gradient Investments first reported a position in CHY in Q1 2014 and held it in 6 quarters. The position peaked at $20K in Q1 2014. 89 funds tracked by Wall St. Rank hold CHY as of Q2 2016.

Gradient Investments reported no remaining Calamos Convertible and High Income Fund position as of Q2 2016 after selling out during the quarter.
Gradient Investments sold 849 Calamos Convertible and High Income Fund shares in Q2 2016, an estimated $9K.
Gradient Investments first reported a position in Calamos Convertible and High Income Fund in Q1 2014 and held it in 6 quarters.
Gradient Investments's Calamos Convertible and High Income Fund position peaked at $20K in Q1 2014.
89 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2016.

Based on Gradient Investments's 13F filing for Q2 2016, filed 14 Jul 2016.