MW
CHY

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

MBL Wealth’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
2021
Q1 		$149K Hold
10,000
– – 0.05% 151
2020
Q4 		$152K Buy
+10,000
New +$130K 0.06% 122

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

MBL Wealth's CHY Position: Q1 2021 in Review

MBL Wealth held its Calamos Convertible and High Income Fund (CHY) position steady in Q1 2021 at 10,000 shares worth $149K. The position accounts for 0.05% of the portfolio, ranked #151.

MBL Wealth first reported a position in CHY in Q4 2020 and has held it in 2 quarters since. The position peaked at $152K in Q4 2020. 97 funds tracked by Wall St. Rank hold CHY as of Q1 2021.

  • MBL Wealth held 10,000 shares of Calamos Convertible and High Income Fund worth $149K as of Q1 2021.
  • MBL Wealth left its Calamos Convertible and High Income Fund share count unchanged in Q1 2021.
  • Calamos Convertible and High Income Fund made up 0.05% of MBL Wealth's portfolio in Q1 2021, its #151 holding.
  • MBL Wealth first reported a position in Calamos Convertible and High Income Fund in Q4 2020 and has held it in 2 quarters since.
  • MBL Wealth's Calamos Convertible and High Income Fund position peaked at $152K in Q4 2020.
  • 97 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q1 2021.

Based on MBL Wealth's 13F filing for Q1 2021, filed 27 May 2021.