Neuberger Berman Group’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Neuberger Berman Group’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
2022 Q1	–	Sell	-13,000	Closed	-$196K	–	1913
2021 Q4	$196K	Sell	13,000 -12,000	-48%	-$186K	﹤0.01%	1833
2021 Q3	$374K	Hold	25,000	–	–	﹤0.01%	1530
2021 Q2	$379K	Sell	25,000 -3,000	-11%	-$44.8K	﹤0.01%	1540
2021 Q1	$398K	Sell	28,000 -13,300	-32%	-$188K	﹤0.01%	1534
2020 Q4	$559K	Buy	+41,300	New	+$508K	﹤0.01%	1380

Other funds holding CHI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Neuberger Berman Group's CHI Position: Q1 2022 in Review

Neuberger Berman Group sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q1 2022, closing a stake of 13,000 shares — an estimated $196K sold.

Neuberger Berman Group first reported a position in CHI in Q4 2020 and held it in 5 quarters. The position peaked at $559K in Q4 2020. 115 funds tracked by Wall St. Rank hold CHI as of Q1 2022.

Neuberger Berman Group reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q1 2022 after selling out during the quarter.
Neuberger Berman Group sold 13,000 Calamos Convertible Opportunities and Income Fund shares in Q1 2022, an estimated $196K.
Neuberger Berman Group first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2020 and held it in 5 quarters.
Neuberger Berman Group's Calamos Convertible Opportunities and Income Fund position peaked at $559K in Q4 2020.
115 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q1 2022.

Based on Neuberger Berman Group's 13F filing for Q1 2022, filed 13 May 2022.