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

JOYN 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
2019 Q1	–	Sell	-5,000	Closed	-$47K	–	343
2018 Q4	$47K	Hold	5,000	–	–	0.01%	362
2018 Q3	$66K	Hold	5,000	–	–	0.01%	317
2018 Q2	$64K	Hold	5,000	–	–	0.01%	327
2018 Q1	$59K	Buy	+5,000	New	+$59.2K	0.01%	412

Other funds holding CHY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $57.6B AUM 8.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JOYN Advisors's CHY Position: Q1 2019 in Review

JOYN Advisors sold out of Calamos Convertible and High Income Fund (CHY) in Q1 2019, closing a stake of 5,000 shares — an estimated $47K sold.

JOYN Advisors first reported a position in CHY in Q1 2018 and held it in 4 quarters. The position peaked at $66K in Q3 2018. 88 funds tracked by Wall St. Rank hold CHY as of Q1 2019.

JOYN Advisors reported no remaining Calamos Convertible and High Income Fund position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 5,000 Calamos Convertible and High Income Fund shares in Q1 2019, an estimated $47K.
JOYN Advisors first reported a position in Calamos Convertible and High Income Fund in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Calamos Convertible and High Income Fund position peaked at $66K in Q3 2018.
88 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.