KTC
CHI

Kistler-Tiffany Companies’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Kistler-Tiffany Companies’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
2018
Q2 		– Sell
-284
Closed -$3K – 569
2018
Q1 		$3K Hold
284
– – ﹤0.01% 516
2017
Q4 		$3K Hold
284
– – ﹤0.01% 506
2017
Q3 		$3K Buy
+284
New +$3.23K ﹤0.01% 475

Other funds holding CHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VBFG
Vishria Bird Financial Group Memphis, Tennessee $510M AUM 12.05% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kistler-Tiffany Companies's CHI Position: Q2 2018 in Review

Kistler-Tiffany Companies sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q2 2018, closing a stake of 284 shares — an estimated $3K sold.

Kistler-Tiffany Companies first reported a position in CHI in Q3 2017 and held it in 3 quarters. The position peaked at $3K in Q1 2018. 90 funds tracked by Wall St. Rank hold CHI as of Q2 2018.

  • Kistler-Tiffany Companies reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q2 2018 after selling out during the quarter.
  • Kistler-Tiffany Companies sold 284 Calamos Convertible Opportunities and Income Fund shares in Q2 2018, an estimated $3K.
  • Kistler-Tiffany Companies first reported a position in Calamos Convertible Opportunities and Income Fund in Q3 2017 and held it in 3 quarters.
  • Kistler-Tiffany Companies's Calamos Convertible Opportunities and Income Fund position peaked at $3K in Q1 2018.
  • 90 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2018.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2018, filed 17 Jul 2018.