HighTower Advisors’s Calamos Convertible and High Income Fund CHY Stock Holding History

HighTower Advisors’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
2021 Q1	–	Sell	-10,652	Closed	-$152K	–	3081
2020 Q4	$152K	Buy	+10,652	New	+$139K	﹤0.01%	2270
2017 Q3	–	Sell	-20,016	Closed	-$237K	–	2248
2017 Q2	$237K	Buy	20,016 +4,456	+29%	+$51.8K	﹤0.01%	1763
2017 Q1	$176K	Buy	+15,560	New	+$173K	﹤0.01%	1795
2016 Q2	–	Sell	-16,720	Closed	-$173K	–	1805
2016 Q1	$173K	Buy	+16,720	New	+$161K	﹤0.01%	1832

Other funds holding CHY

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

HighTower Advisors's CHY Position: Q1 2021 in Review

HighTower Advisors sold out of Calamos Convertible and High Income Fund (CHY) in Q1 2021, closing a stake of 10,652 shares — an estimated $152K sold.

HighTower Advisors first reported a position in CHY in Q1 2016 and held it in 4 quarters. The position peaked at $237K in Q2 2017. 97 funds tracked by Wall St. Rank hold CHY as of Q1 2021.

HighTower Advisors reported no remaining Calamos Convertible and High Income Fund position as of Q1 2021 after selling out during the quarter.
HighTower Advisors sold 10,652 Calamos Convertible and High Income Fund shares in Q1 2021, an estimated $152K.
HighTower Advisors first reported a position in Calamos Convertible and High Income Fund in Q1 2016 and held it in 4 quarters.
HighTower Advisors's Calamos Convertible and High Income Fund position peaked at $237K in Q2 2017.
97 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q1 2021.

Based on HighTower Advisors's 13F filing for Q1 2021, filed 10 May 2021.