HFRG
CHI

Houlihan Financial Resource Group’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Houlihan Financial Resource Group’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
2020
Q3 		$19K Buy
+1,600
New +$17.9K 0.01% 239

Other funds holding CHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Houlihan Financial Resource Group's CHI Position: Q3 2020 in Review

Houlihan Financial Resource Group opened a new position in Calamos Convertible Opportunities and Income Fund (CHI) in Q3 2020: 1,600 shares worth $19K. The stake represents 0.01% of the portfolio and ranks #239 among its holdings.

98 funds tracked by Wall St. Rank hold CHI as of Q3 2020.

  • Houlihan Financial Resource Group held 1,600 shares of Calamos Convertible Opportunities and Income Fund worth $19K as of Q3 2020.
  • Calamos Convertible Opportunities and Income Fund was a new Houlihan Financial Resource Group position in Q3 2020.
  • Calamos Convertible Opportunities and Income Fund made up 0.01% of Houlihan Financial Resource Group's portfolio in Q3 2020, its #239 holding.
  • 98 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q3 2020.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2020, filed 13 Nov 2020.