LFA
CHI

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

Legacy 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
2018
Q4 		– Sell
-1,029
Closed -$12K – 987
2018
Q3 		$12K Hold
1,029
– – ﹤0.01% 463
2018
Q2 		$12K Hold
1,029
– – ﹤0.01% 467
2018
Q1 		$11K Sell
1,029
-993
-49% -$11K ﹤0.01% 450
2017
Q4 		$22K Buy
+2,022
New +$23.2K 0.01% 350

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
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legacy Financial Advisors's CHI Position: Q4 2018 in Review

Legacy Financial Advisors sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q4 2018, closing a stake of 1,029 shares — an estimated $12K sold.

Legacy Financial Advisors first reported a position in CHI in Q4 2017 and held it in 4 quarters. The position peaked at $22K in Q4 2017. 92 funds tracked by Wall St. Rank hold CHI as of Q4 2018.

  • Legacy Financial Advisors reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q4 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 1,029 Calamos Convertible Opportunities and Income Fund shares in Q4 2018, an estimated $12K.
  • Legacy Financial Advisors first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2017 and held it in 4 quarters.
  • Legacy Financial Advisors's Calamos Convertible Opportunities and Income Fund position peaked at $22K in Q4 2017.
  • 92 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q4 2018.

Based on Legacy Financial Advisors's 13F filing for Q4 2018, filed 16 Jan 2019.