NPAN
CHY

Northeast Planning Associates NH’s Calamos Convertible and High Income Fund CHY Stock Holding History

Northeast Planning Associates NH’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
2025
Q1 		– Sell
-30,482
Closed -$370K – 47
2024
Q4 		$370K Buy
+30,482
New +$370K 0.38% 33

Other funds holding CHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JWBC
J.W. Burns & Co Dewitt, New York $959M AUM 25.08% 1-Year Est. Return

Northeast Planning Associates NH's CHY Position: Q1 2025 in Review

Northeast Planning Associates NH sold out of Calamos Convertible and High Income Fund (CHY) in Q1 2025, closing a stake of 30,482 shares — an estimated $370K sold.

Northeast Planning Associates NH first reported a position in CHY in Q4 2024 and held it in 1 quarter. The position peaked at $370K in Q4 2024. 135 funds tracked by Wall St. Rank hold CHY as of Q1 2025.

  • Northeast Planning Associates NH reported no remaining Calamos Convertible and High Income Fund position as of Q1 2025 after selling out during the quarter.
  • Northeast Planning Associates NH sold 30,482 Calamos Convertible and High Income Fund shares in Q1 2025, an estimated $370K.
  • Northeast Planning Associates NH first reported a position in Calamos Convertible and High Income Fund in Q4 2024 and held it in 1 quarter.
  • Northeast Planning Associates NH's Calamos Convertible and High Income Fund position peaked at $370K in Q4 2024.
  • 135 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q1 2025.

Based on Northeast Planning Associates NH's 13F filing for Q1 2025, filed 5 May 2025.