MWM
CHI

Meridian Wealth Management’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Meridian Wealth Management’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
2019
Q3 		– Sell
-4,741
Closed -$498 – 237
2019
Q2 		$498 Buy
+4,741
New +$49.3K 0.02% 372

Other funds holding CHI

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Meridian Wealth Management's CHI Position: Q3 2019 in Review

Meridian Wealth Management sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q3 2019, closing a stake of 4,741 shares — an estimated $498 sold.

Meridian Wealth Management first reported a position in CHI in Q2 2019 and held it in 1 quarter. The position peaked at $498 in Q2 2019. 88 funds tracked by Wall St. Rank hold CHI as of Q3 2019.

  • Meridian Wealth Management reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q3 2019 after selling out during the quarter.
  • Meridian Wealth Management sold 4,741 Calamos Convertible Opportunities and Income Fund shares in Q3 2019, an estimated $498.
  • Meridian Wealth Management first reported a position in Calamos Convertible Opportunities and Income Fund in Q2 2019 and held it in 1 quarter.
  • Meridian Wealth Management's Calamos Convertible Opportunities and Income Fund position peaked at $498 in Q2 2019.
  • 88 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q3 2019.

Based on Meridian Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.