IA
CHY

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

IFP 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
2023
Q1 		– Sell
-4,444
Closed -$52K – 3542
2022
Q4 		$52K Sell
4,444
-4,000
-47% -$44.5K ﹤0.01% 2215
2022
Q3 		$101K Buy
8,444
+231
+3% +$2.82K ﹤0.01% 1845
2022
Q2 		$98K Hold
8,213
– – ﹤0.01% 1695
2022
Q1 		$98K Buy
+8,213
New +$118K ﹤0.01% 1695
2019
Q1 		$1K Buy
124
+69
+125% +$742 ﹤0.01% 2185
2018
Q4 		$1K Sell
55
-5,227
-99% -$55.7K ﹤0.01% 3281
2018
Q3 		$70K Sell
5,282
-241
-4% -$3.15K ﹤0.01% 1691
2018
Q2 		$70K Buy
5,523
+1,358
+33% +$16.7K ﹤0.01% 1714
2018
Q1 		$49K Hold
4,165
– – ﹤0.01% 1816
2017
Q4 		$49K Sell
4,165
-8,288
-67% -$98.4K ﹤0.01% 1833
2017
Q3 		$148K Sell
12,453
-1,539
-11% -$18.2K 0.01% 1331
2017
Q2 		$166K Sell
13,992
-885
-6% -$10.3K 0.01% 1233
2017
Q1 		$169K Sell
14,877
-324
-2% -$3.61K 0.01% 1204
2016
Q4 		$160K Sell
15,201
-1,207
-7% -$12.7K 0.01% 1171
2016
Q3 		$181K Buy
16,408
+143
+0.9% +$1.59K 0.01% 1050
2016
Q2 		$173K Buy
16,265
+16,141
+13,017% +$166K 0.01% 1045
2016
Q1 		$1K Sell
124
-18,098
-99% -$175K ﹤0.01% 2182
2015
Q4 		$192K Buy
+18,222
New +$201K 0.01% 847

Other funds holding CHY

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IFP Advisors's CHY Position: Q1 2023 in Review

IFP Advisors sold out of Calamos Convertible and High Income Fund (CHY) in Q1 2023, closing a stake of 4,444 shares — an estimated $52K sold.

IFP Advisors first reported a position in CHY in Q4 2015 and held it in 18 quarters. The position peaked at $192K in Q4 2015. 117 funds tracked by Wall St. Rank hold CHY as of Q1 2023.

  • IFP Advisors reported no remaining Calamos Convertible and High Income Fund position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 4,444 Calamos Convertible and High Income Fund shares in Q1 2023, an estimated $52K.
  • IFP Advisors first reported a position in Calamos Convertible and High Income Fund in Q4 2015 and held it in 18 quarters.
  • IFP Advisors's Calamos Convertible and High Income Fund position peaked at $192K in Q4 2015.
  • 117 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.