HI
CHI

Hudock Inc’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Hudock Inc’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
2018
Q4 		– Sell
-109
Closed -$1K – 642
2018
Q3 		$1K Buy
109
+2
+2% +$25 ﹤0.01% 638
2018
Q2 		$1K Buy
107
+3
+3% +$35 ﹤0.01% 620
2018
Q1 		$1K Buy
104
+3
+3% +$33 ﹤0.01% 622
2017
Q4 		$1K Buy
101
+1
+1% +$11 ﹤0.01% 606
2017
Q3 		$1K Hold
100
– – ﹤0.01% 607
2017
Q2 		$1K Hold
100
– – ﹤0.01% 565
2017
Q1 		$1K Hold
100
– – ﹤0.01% 533
2016
Q4 		$1K Buy
+100
New +$995 ﹤0.01% 526

Other funds holding CHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VBFG
Vishria Bird Financial Group Memphis, Tennessee $510M AUM 12.05% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hudock Inc's CHI Position: Q4 2018 in Review

Hudock Inc sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q4 2018, closing a stake of 109 shares — an estimated $1K sold.

Hudock Inc first reported a position in CHI in Q4 2016 and held it in 8 quarters. The position peaked at $1K in Q3 2018. 92 funds tracked by Wall St. Rank hold CHI as of Q4 2018.

  • Hudock Inc reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q4 2018 after selling out during the quarter.
  • Hudock Inc sold 109 Calamos Convertible Opportunities and Income Fund shares in Q4 2018, an estimated $1K.
  • Hudock Inc first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2016 and held it in 8 quarters.
  • Hudock Inc's Calamos Convertible Opportunities and Income Fund position peaked at $1K in Q3 2018.
  • 92 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q4 2018.

Based on Hudock Inc's 13F filing for Q4 2018, filed 29 Jan 2019.