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CHI

Nuveen’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Nuveen’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
2018
Q2 		– Sell
-12,379
Closed -$137K – 1063
2018
Q1 		$137K Buy
12,379
+416
+3% +$4.61K ﹤0.01% 1041
2017
Q4 		$134K Buy
11,963
+1,386
+13% +$15.9K ﹤0.01% 1054
2017
Q3 		$122K Sell
10,577
-3,783
-26% -$43.1K ﹤0.01% 1074
2017
Q2 		$594K Buy
+14,360
New +$160K ﹤0.01% 897

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
VBFG
Vishria Bird Financial Group Memphis, Tennessee $510M AUM 12.05% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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

Nuveen's CHI Position: Q2 2018 in Review

Nuveen sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q2 2018, closing a stake of 12,379 shares — an estimated $137K sold.

Nuveen first reported a position in CHI in Q2 2017 and held it in 4 quarters. The position peaked at $594K in Q2 2017. 90 funds tracked by Wall St. Rank hold CHI as of Q2 2018.

  • Nuveen reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q2 2018 after selling out during the quarter.
  • Nuveen sold 12,379 Calamos Convertible Opportunities and Income Fund shares in Q2 2018, an estimated $137K.
  • Nuveen first reported a position in Calamos Convertible Opportunities and Income Fund in Q2 2017 and held it in 4 quarters.
  • Nuveen's Calamos Convertible Opportunities and Income Fund position peaked at $594K in Q2 2017.
  • 90 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2018.

Based on Nuveen's 13F filing for Q2 2018, filed 14 Aug 2018.