HCM
CHI

Highlander Capital Management’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Highlander Capital 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
Q1 		$11.7K Hold
1,027
– – ﹤0.01% 661
2023
Q4 		$10.6K Hold
1,027
– – ﹤0.01% 697
2023
Q3 		$11K Buy
+1,027
New +$11.2K ﹤0.01% 633

Other funds holding CHI

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
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

Highlander Capital Management's CHI Position: Q1 2024 in Review

Highlander Capital Management held its Calamos Convertible Opportunities and Income Fund (CHI) position steady in Q1 2024 at 1,027 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Highlander Capital Management first reported a position in CHI in Q3 2023 and has held it in 3 quarters since. 109 funds tracked by Wall St. Rank hold CHI as of Q1 2024.

  • Highlander Capital Management held 1,027 shares of Calamos Convertible Opportunities and Income Fund worth $11.7K as of Q1 2024.
  • Highlander Capital Management left its Calamos Convertible Opportunities and Income Fund share count unchanged in Q1 2024.
  • Calamos Convertible Opportunities and Income Fund made up ﹤0.01% of Highlander Capital Management's portfolio in Q1 2024, its #661 holding.
  • Highlander Capital Management first reported a position in Calamos Convertible Opportunities and Income Fund in Q3 2023 and has held it in 3 quarters since.
  • 109 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q1 2024.

Based on Highlander Capital Management's 13F filing for Q1 2024, filed 20 May 2024.