OPWM
CHI

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

Oak Point Wealth Management’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
Q1 		$10K Hold
897
– – 0.01% 152
2017
Q4 		$10K Buy
+897
New +$10.3K 0.01% 152

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Oak Point Wealth Management's CHI Position: Q1 2018 in Review

Oak Point Wealth Management held its Calamos Convertible Opportunities and Income Fund (CHI) position steady in Q1 2018 at 897 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #152.

Oak Point Wealth Management first reported a position in CHI in Q4 2017 and has held it in 2 quarters since. 89 funds tracked by Wall St. Rank hold CHI as of Q1 2018.

  • Oak Point Wealth Management held 897 shares of Calamos Convertible Opportunities and Income Fund worth $10K as of Q1 2018.
  • Oak Point Wealth Management left its Calamos Convertible Opportunities and Income Fund share count unchanged in Q1 2018.
  • Calamos Convertible Opportunities and Income Fund made up 0.01% of Oak Point Wealth Management's portfolio in Q1 2018, its #152 holding.
  • Oak Point Wealth Management first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2017 and has held it in 2 quarters since.
  • 89 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.