Kiley Juergens Wealth Management’s Calamos Convertible and High Income Fund CHY Stock Holding History

Kiley Juergens Wealth Management’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
2018 Q4	–	Sell	-850	Closed	–	–	138
2018 Q3	$0	Hold	850	–	–	﹤0.01%	652
2018 Q2	$0	Buy	+850	New	+$10.4K	﹤0.01%	592
2018 Q1	–	Sell	-850	Closed	–	–	170
2017 Q4	$0	Buy	+850	New	+$10.1K	﹤0.01%	674

Other funds holding CHY

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Kiley Juergens Wealth Management's CHY Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Calamos Convertible and High Income Fund (CHY) in Q4 2018, closing a stake of 850 shares.

Kiley Juergens Wealth Management first reported a position in CHY in Q4 2017 and held it in 3 quarters. The position peaked at $0 in Q3 2018. 89 funds tracked by Wall St. Rank hold CHY as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining Calamos Convertible and High Income Fund position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 850 Calamos Convertible and High Income Fund shares in Q4 2018.
Kiley Juergens Wealth Management first reported a position in Calamos Convertible and High Income Fund in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's Calamos Convertible and High Income Fund position peaked at $0 in Q3 2018.
89 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.