LA
CHY

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

LM 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
2024
Q1 		– Sell
-500
Closed -$5.74K – 298
2023
Q4 		$5.74K Buy
+500
New +$5.66K ﹤0.01% 583

Other funds holding CHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

LM Advisors's CHY Position: Q1 2024 in Review

LM Advisors sold out of Calamos Convertible and High Income Fund (CHY) in Q1 2024, closing a stake of 500 shares — an estimated $5.74K sold.

LM Advisors first reported a position in CHY in Q4 2023 and held it in 1 quarter. The position peaked at $5.74K in Q4 2023. 121 funds tracked by Wall St. Rank hold CHY as of Q1 2024.

  • LM Advisors reported no remaining Calamos Convertible and High Income Fund position as of Q1 2024 after selling out during the quarter.
  • LM Advisors sold 500 Calamos Convertible and High Income Fund shares in Q1 2024, an estimated $5.74K.
  • LM Advisors first reported a position in Calamos Convertible and High Income Fund in Q4 2023 and held it in 1 quarter.
  • LM Advisors's Calamos Convertible and High Income Fund position peaked at $5.74K in Q4 2023.
  • 121 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.