MCC
CHY

Money Concepts Capital’s Calamos Convertible and High Income Fund CHY Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-4,089
Closed -$43.1K – 881
2022
Q4 		$43.1K Buy
+4,089
New +$45.5K ﹤0.01% 1311
2022
Q2 		– Sell
-4,240
Closed -$60K – 1633
2022
Q1 		$60K Buy
+4,240
New +$60.7K ﹤0.01% 1164

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Money Concepts Capital's CHY Position: Q1 2023 in Review

Money Concepts Capital sold out of Calamos Convertible and High Income Fund (CHY) in Q1 2023, closing a stake of 4,089 shares — an estimated $43.1K sold.

Money Concepts Capital first reported a position in CHY in Q1 2022 and held it in 2 quarters. The position peaked at $60K in Q1 2022. 117 funds tracked by Wall St. Rank hold CHY as of Q1 2023.

  • Money Concepts Capital reported no remaining Calamos Convertible and High Income Fund position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 4,089 Calamos Convertible and High Income Fund shares in Q1 2023, an estimated $43.1K.
  • Money Concepts Capital first reported a position in Calamos Convertible and High Income Fund in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Calamos Convertible and High Income Fund position peaked at $60K in Q1 2022.
  • 117 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.