IHL
CHY

Investment House LLC’s Calamos Convertible and High Income Fund CHY Stock Holding History

Investment House LLC’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
2021
Q1 		– Sell
-10,100
Closed -$144K – 197
2020
Q4 		$144K Hold
10,100
– – 0.01% 217
2020
Q3 		$118K Buy
+10,100
New +$120K 0.01% 202

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Investment House LLC's CHY Position: Q1 2021 in Review

Investment House LLC sold out of Calamos Convertible and High Income Fund (CHY) in Q1 2021, closing a stake of 10,100 shares — an estimated $144K sold.

Investment House LLC first reported a position in CHY in Q3 2020 and held it in 2 quarters. The position peaked at $144K in Q4 2020. 97 funds tracked by Wall St. Rank hold CHY as of Q1 2021.

  • Investment House LLC reported no remaining Calamos Convertible and High Income Fund position as of Q1 2021 after selling out during the quarter.
  • Investment House LLC sold 10,100 Calamos Convertible and High Income Fund shares in Q1 2021, an estimated $144K.
  • Investment House LLC first reported a position in Calamos Convertible and High Income Fund in Q3 2020 and held it in 2 quarters.
  • Investment House LLC's Calamos Convertible and High Income Fund position peaked at $144K in Q4 2020.
  • 97 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q1 2021.

Based on Investment House LLC's 13F filing for Q1 2021, filed 6 May 2021.