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

Interactive Financial 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
2016 Q4	–	Sell	-300	Closed	-$3K	–	106
2016 Q3	$3K	Hold	300	–	–	﹤0.01%	99
2016 Q2	$3K	Hold	300	–	–	﹤0.01%	87
2016 Q1	$3K	Hold	300	–	–	﹤0.01%	82
2015 Q4	$3K	Hold	300	–	–	﹤0.01%	92
2015 Q3	$3K	Hold	300	–	–	﹤0.01%	85
2015 Q2	$4K	Buy	+300	New	+$4.28K	﹤0.01%	90

Other funds holding CHY

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWSG

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Interactive Financial Advisors's CHY Position: Q4 2016 in Review

Interactive Financial Advisors sold out of Calamos Convertible and High Income Fund (CHY) in Q4 2016, closing a stake of 300 shares — an estimated $3K sold.

Interactive Financial Advisors first reported a position in CHY in Q2 2015 and held it in 6 quarters. The position peaked at $4K in Q2 2015. 94 funds tracked by Wall St. Rank hold CHY as of Q4 2016.

Interactive Financial Advisors reported no remaining Calamos Convertible and High Income Fund position as of Q4 2016 after selling out during the quarter.
Interactive Financial Advisors sold 300 Calamos Convertible and High Income Fund shares in Q4 2016, an estimated $3K.
Interactive Financial Advisors first reported a position in Calamos Convertible and High Income Fund in Q2 2015 and held it in 6 quarters.
Interactive Financial Advisors's Calamos Convertible and High Income Fund position peaked at $4K in Q2 2015.
94 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q4 2016.

Based on Interactive Financial Advisors's 13F filing for Q4 2016, filed 17 Jan 2017.