MSWMA
CHI

Market Street Wealth Management Advisors’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Market Street Wealth Management 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
2022
Q3 		– Sell
-15,647
Closed -$168K – 92
2022
Q2 		$168K Buy
+15,647
New +$185K 0.05% 85

Other funds holding CHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Market Street Wealth Management Advisors's CHI Position: Q3 2022 in Review

Market Street Wealth Management Advisors sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q3 2022, closing a stake of 15,647 shares — an estimated $168K sold.

Market Street Wealth Management Advisors first reported a position in CHI in Q2 2022 and held it in 1 quarter. The position peaked at $168K in Q2 2022. 104 funds tracked by Wall St. Rank hold CHI as of Q3 2022.

  • Market Street Wealth Management Advisors reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q3 2022 after selling out during the quarter.
  • Market Street Wealth Management Advisors sold 15,647 Calamos Convertible Opportunities and Income Fund shares in Q3 2022, an estimated $168K.
  • Market Street Wealth Management Advisors first reported a position in Calamos Convertible Opportunities and Income Fund in Q2 2022 and held it in 1 quarter.
  • Market Street Wealth Management Advisors's Calamos Convertible Opportunities and Income Fund position peaked at $168K in Q2 2022.
  • 104 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q3 2022.

Based on Market Street Wealth Management Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.