MIAN
CHY

Mariner Independent Advisor Network’s Calamos Convertible and High Income Fund CHY Stock Holding History

Mariner Independent Advisor Network’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
2022
Q3 		$3.21M Buy
318,379
+7,334
+2% +$89.5K 0.14% 163
2022
Q2 		$3.47M Buy
+311,045
New +$3.86M 0.15% 161

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Mariner Independent Advisor Network's CHY Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Calamos Convertible and High Income Fund (CHY) stake by 2.4% in Q3 2022, buying an estimated $89.5K and bringing the position to 318,379 shares worth $3.21M. The position accounts for 0.14% of the portfolio, ranked #163.

Mariner Independent Advisor Network first reported a position in CHY in Q2 2022 and has held it in 2 quarters since. The position peaked at $3.47M in Q2 2022. 109 funds tracked by Wall St. Rank hold CHY as of Q3 2022.

  • Mariner Independent Advisor Network held 318,379 shares of Calamos Convertible and High Income Fund worth $3.21M as of Q3 2022.
  • Mariner Independent Advisor Network bought 7,334 Calamos Convertible and High Income Fund shares in Q3 2022, an estimated $89.5K.
  • Calamos Convertible and High Income Fund made up 0.14% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #163 holding.
  • Mariner Independent Advisor Network first reported a position in Calamos Convertible and High Income Fund in Q2 2022 and has held it in 2 quarters since.
  • Mariner Independent Advisor Network's Calamos Convertible and High Income Fund position peaked at $3.47M in Q2 2022.
  • 109 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.