HRIA
CHY

Haberer Registered Investment Advisor’s Calamos Convertible and High Income Fund CHY Stock Holding History

Haberer Registered Investment Advisor’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
2015
Q1 		$118K Buy
+8,324
New +$119K 0.07% 89

Other funds holding CHY

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return

Haberer Registered Investment Advisor's CHY Position: Q1 2015 in Review

Haberer Registered Investment Advisor opened a new position in Calamos Convertible and High Income Fund (CHY) in Q1 2015: 8,324 shares worth $118K. The stake represents 0.07% of the portfolio and ranks #89 among its holdings.

83 funds tracked by Wall St. Rank hold CHY as of Q1 2015.

  • Haberer Registered Investment Advisor held 8,324 shares of Calamos Convertible and High Income Fund worth $118K as of Q1 2015.
  • Calamos Convertible and High Income Fund was a new Haberer Registered Investment Advisor position in Q1 2015.
  • Calamos Convertible and High Income Fund made up 0.07% of Haberer Registered Investment Advisor's portfolio in Q1 2015, its #89 holding.
  • 83 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q1 2015.

Based on Haberer Registered Investment Advisor's 13F filing for Q1 2015, filed 8 Apr 2015.