MWM
CHI

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

Merriman Wealth Management’s Portfolio CHI Stock Details CHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-104,217
Closed -$1.08M – 130
2016
Q3 		$1.08M Sell
104,217
-5,324
-5% -$55K 0.22% 85
2016
Q2 		$1.08M Buy
+109,541
New +$1.08M 0.3% 72