LWA
CHY

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

Lenox Wealth 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
2018
Q2 		– Sell
-350
Closed -$4K – 563
2018
Q1 		$4K Hold
350
– – ﹤0.01% 431
2017
Q4 		$4K Buy
+350
New +$4.16K ﹤0.01% 236

Other funds holding CHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
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
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lenox Wealth Advisors's CHY Position: Q2 2018 in Review

Lenox Wealth Advisors sold out of Calamos Convertible and High Income Fund (CHY) in Q2 2018, closing a stake of 350 shares — an estimated $4K sold.

Lenox Wealth Advisors first reported a position in CHY in Q4 2017 and held it in 2 quarters. The position peaked at $4K in Q1 2018. 92 funds tracked by Wall St. Rank hold CHY as of Q2 2018.

  • Lenox Wealth Advisors reported no remaining Calamos Convertible and High Income Fund position as of Q2 2018 after selling out during the quarter.
  • Lenox Wealth Advisors sold 350 Calamos Convertible and High Income Fund shares in Q2 2018, an estimated $4K.
  • Lenox Wealth Advisors first reported a position in Calamos Convertible and High Income Fund in Q4 2017 and held it in 2 quarters.
  • Lenox Wealth Advisors's Calamos Convertible and High Income Fund position peaked at $4K in Q1 2018.
  • 92 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2018.

Based on Lenox Wealth Advisors's 13F filing for Q2 2018, filed 16 Jul 2018.