HI
CHY

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

Harbour 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
2026
Q1 		$97.1K Buy
8,917
+6,917
+346% +$80.8K ﹤0.01% 1960
2025
Q4 		$22.6K Hold
2,000
– – ﹤0.01% 2366
2025
Q3 		$22.4K Hold
2,000
– – ﹤0.01% 2275
2025
Q2 		$22K Buy
2,000
+1,000
+100% +$10.3K ﹤0.01% 2184
2025
Q1 		$10.1K Hold
1,000
– – ﹤0.01% 2511
2024
Q4 		$12.1K Buy
+1,000
New +$12.1K ﹤0.01% 2353
2023
Q2 		– Sell
-9,350
Closed -$102K – 3042
2023
Q1 		$102K Sell
9,350
-1,700
-15% -$20.2K 0.01% 1034
2022
Q4 		$117K Buy
11,050
+1,700
+18% +$18.9K 0.01% 951
2022
Q3 		$104K Hold
9,350
– – 0.01% 946
2022
Q2 		$104K Buy
+9,350
New +$116K 0.01% 946
2021
Q4 		$140K Sell
8,650
-4,773
-36% -$77.4K 0.01% 837
2021
Q3 		$210K Hold
13,423
– – 0.01% 997
2021
Q2 		$219K Sell
13,423
-600
-4% -$9.48K 0.01% 1001
2021
Q1 		$209K Buy
+14,023
New +$209K 0.01% 940

Other funds holding CHY

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
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
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $160M AUM 20.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return