JWA
CHY

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

JFS Wealth 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
-1,433
Closed -$16K – 446
2016
Q3 		$16K Buy
+1,433
New +$16K ﹤0.01% 347

Other funds holding CHY

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 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

JFS Wealth Advisors's CHY Position: Q4 2016 in Review

JFS Wealth Advisors sold out of Calamos Convertible and High Income Fund (CHY) in Q4 2016, closing a stake of 1,433 shares — an estimated $16K sold.

JFS Wealth Advisors first reported a position in CHY in Q3 2016 and held it in 1 quarter. The position peaked at $16K in Q3 2016. 94 funds tracked by Wall St. Rank hold CHY as of Q4 2016.

  • JFS Wealth Advisors reported no remaining Calamos Convertible and High Income Fund position as of Q4 2016 after selling out during the quarter.
  • JFS Wealth Advisors sold 1,433 Calamos Convertible and High Income Fund shares in Q4 2016, an estimated $16K.
  • JFS Wealth Advisors first reported a position in Calamos Convertible and High Income Fund in Q3 2016 and held it in 1 quarter.
  • JFS Wealth Advisors's Calamos Convertible and High Income Fund position peaked at $16K in Q3 2016.
  • 94 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q4 2016.

Based on JFS Wealth Advisors's 13F filing for Q4 2016, filed 30 Jan 2017.