IWC
CHY

Integrated Wealth Concepts’s Calamos Convertible and High Income Fund CHY Stock Holding History

Integrated Wealth Concepts’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
2018
Q3 		– Sell
-10,247
Closed -$131K – 253
2018
Q2 		$131K Sell
10,247
-58
-0.6% -$711 0.04% 224
2018
Q1 		$120K Buy
10,305
+110
+1% +$1.3K 0.05% 197
2017
Q4 		$123K Buy
+10,195
New +$121K 0.05% 189

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
GC
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Integrated Wealth Concepts's CHY Position: Q3 2018 in Review

Integrated Wealth Concepts sold out of Calamos Convertible and High Income Fund (CHY) in Q3 2018, closing a stake of 10,247 shares — an estimated $131K sold.

Integrated Wealth Concepts first reported a position in CHY in Q4 2017 and held it in 3 quarters. The position peaked at $131K in Q2 2018. 88 funds tracked by Wall St. Rank hold CHY as of Q3 2018.

  • Integrated Wealth Concepts reported no remaining Calamos Convertible and High Income Fund position as of Q3 2018 after selling out during the quarter.
  • Integrated Wealth Concepts sold 10,247 Calamos Convertible and High Income Fund shares in Q3 2018, an estimated $131K.
  • Integrated Wealth Concepts first reported a position in Calamos Convertible and High Income Fund in Q4 2017 and held it in 3 quarters.
  • Integrated Wealth Concepts's Calamos Convertible and High Income Fund position peaked at $131K in Q2 2018.
  • 88 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q3 2018.

Based on Integrated Wealth Concepts's 13F filing for Q3 2018, filed 13 Nov 2018.