LS Investment Advisors’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

LS Investment 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	-2,000	Closed	-$24K	–	1731
2018 Q3	$24K	Hold	2,000	–	–	﹤0.01%	1532
2018 Q2	$24K	Hold	2,000	–	–	﹤0.01%	1531
2018 Q1	$22K	Hold	2,000	–	–	﹤0.01%	1535
2017 Q4	$22K	Hold	2,000	–	–	﹤0.01%	1537
2017 Q3	$23K	Hold	2,000	–	–	﹤0.01%	1557
2017 Q2	$23K	Hold	2,000	–	–	﹤0.01%	1551
2017 Q1	$22K	Hold	2,000	–	–	﹤0.01%	1548
2016 Q4	$20K	Hold	2,000	–	–	﹤0.01%	1548
2016 Q3	$21K	Hold	2,000	–	–	﹤0.01%	1498
2016 Q2	$20K	Hold	2,000	–	–	﹤0.01%	1495
2016 Q1	$19K	Hold	2,000	–	–	﹤0.01%	1491
2015 Q4	$20K	Hold	2,000	–	–	﹤0.01%	1476
2015 Q3	$20K	Hold	2,000	–	–	﹤0.01%	1468
2015 Q2	$24K	Hold	2,000	–	–	﹤0.01%	1455
2015 Q1	$26K	Hold	2,000	–	–	﹤0.01%	737
2014 Q4	$26K	Hold	2,000	–	–	﹤0.01%	744
2014 Q3	$27K	Hold	2,000	–	–	﹤0.01%	740
2014 Q2	$28K	Hold	2,000	–	–	﹤0.01%	730
2014 Q1	$28K	Hold	2,000	–	–	﹤0.01%	724
2013 Q4	$27K	Hold	2,000	–	–	﹤0.01%	747
2013 Q3	$25K	Hold	2,000	–	–	﹤0.01%	612
2013 Q2	$25K	Buy	+2,000	New	+$25.4K	﹤0.01%	521

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

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

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

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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

LS Investment Advisors's CHI Position: Q4 2018 in Review

LS Investment Advisors sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q4 2018, closing a stake of 2,000 shares — an estimated $24K sold.

LS Investment Advisors first reported a position in CHI in Q2 2013 and held it in 22 quarters. The position peaked at $28K in Q2 2014. 92 funds tracked by Wall St. Rank hold CHI as of Q4 2018.

LS Investment Advisors reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q4 2018 after selling out during the quarter.
LS Investment Advisors sold 2,000 Calamos Convertible Opportunities and Income Fund shares in Q4 2018, an estimated $24K.
LS Investment Advisors first reported a position in Calamos Convertible Opportunities and Income Fund in Q2 2013 and held it in 22 quarters.
LS Investment Advisors's Calamos Convertible Opportunities and Income Fund position peaked at $28K in Q2 2014.
92 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q4 2018.

Based on LS Investment Advisors's 13F filing for Q4 2018, filed 1 Feb 2019.