JFA
CHI

JNBA Financial Advisors’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

JNBA Financial Advisors’s Portfolio CHI Stock Details CHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-428
Closed -$4K – 633
2016
Q3 		$4K Buy
+428
New +$4.45K ﹤0.01% 1277

Other funds holding CHI

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LPL Financial
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

JNBA Financial Advisors's CHI Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q4 2016, closing a stake of 428 shares — an estimated $4K sold.

JNBA Financial Advisors first reported a position in CHI in Q3 2016 and held it in 1 quarter. The position peaked at $4K in Q3 2016. 96 funds tracked by Wall St. Rank hold CHI as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 428 Calamos Convertible Opportunities and Income Fund shares in Q4 2016, an estimated $4K.
  • JNBA Financial Advisors first reported a position in Calamos Convertible Opportunities and Income Fund in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Calamos Convertible Opportunities and Income Fund position peaked at $4K in Q3 2016.
  • 96 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.