Laurel Wealth Advisors (California)’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Laurel Wealth Advisors (California)’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
2019 Q2	–	Sell	-11,913	Closed	-$121K	–	399
2019 Q1	$121K	Buy	11,913 +14	+0.1%	+$141	0.03%	385
2018 Q4	$105K	Sell	11,899 -7,934	-40%	-$79K	0.03%	341
2018 Q3	$238K	Buy	19,833 +49	+0.2%	+$601	0.06%	340
2018 Q2	$233K	Buy	19,784 +552	+3%	+$6.36K	0.06%	323
2018 Q1	$213K	Buy	+19,232	New	+$213K	0.07%	321
2017 Q4	–	Sell	-16,810	Closed	-$193K	–	343
2017 Q3	$193K	Hold	16,810	–	–	0.06%	294
2017 Q2	$189K	Buy	+16,810	New	+$188K	0.07%	283

Other funds holding CHI

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Laurel Wealth Advisors (California)'s CHI Position: Q2 2019 in Review

Laurel Wealth Advisors (California) sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q2 2019, closing a stake of 11,913 shares — an estimated $121K sold.

Laurel Wealth Advisors (California) first reported a position in CHI in Q2 2017 and held it in 7 quarters. The position peaked at $238K in Q3 2018. 87 funds tracked by Wall St. Rank hold CHI as of Q2 2019.

Laurel Wealth Advisors (California) reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q2 2019 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 11,913 Calamos Convertible Opportunities and Income Fund shares in Q2 2019, an estimated $121K.
Laurel Wealth Advisors (California) first reported a position in Calamos Convertible Opportunities and Income Fund in Q2 2017 and held it in 7 quarters.
Laurel Wealth Advisors (California)'s Calamos Convertible Opportunities and Income Fund position peaked at $238K in Q3 2018.
87 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2019.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2019, filed 13 Aug 2019.