Mercer Global Advisors
CHI

Mercer Global Advisors’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Mercer Global 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
2025
Q1 		– Sell
-10,659
Closed -$127K – 2168
2024
Q4 		$127K Buy
+10,659
New +$126K ﹤0.01% 2018

Other funds holding CHI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Mercer Global Advisors's CHI Position: Q1 2025 in Review

Mercer Global Advisors sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q1 2025, closing a stake of 10,659 shares — an estimated $127K sold.

Mercer Global Advisors first reported a position in CHI in Q4 2024 and held it in 1 quarter. The position peaked at $127K in Q4 2024. 120 funds tracked by Wall St. Rank hold CHI as of Q1 2025.

  • Mercer Global Advisors reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q1 2025 after selling out during the quarter.
  • Mercer Global Advisors sold 10,659 Calamos Convertible Opportunities and Income Fund shares in Q1 2025, an estimated $127K.
  • Mercer Global Advisors first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2024 and held it in 1 quarter.
  • Mercer Global Advisors's Calamos Convertible Opportunities and Income Fund position peaked at $127K in Q4 2024.
  • 120 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q1 2025.

Based on Mercer Global Advisors's 13F filing for Q1 2025, filed 15 May 2025.