OWP
CHI

Obermeyer Wealth Partners’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Obermeyer Wealth Partners’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
2013
Q3 		– Sell
-1,044
Closed -$13K – 90
2013
Q2 		$13K Buy
+1,044
New +$13.3K ﹤0.01% 242

Other funds holding CHI

MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Obermeyer Wealth Partners's CHI Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q3 2013, closing a stake of 1,044 shares — an estimated $13K sold.

Obermeyer Wealth Partners first reported a position in CHI in Q2 2013 and held it in 1 quarter. The position peaked at $13K in Q2 2013. 60 funds tracked by Wall St. Rank hold CHI as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 1,044 Calamos Convertible Opportunities and Income Fund shares in Q3 2013, an estimated $13K.
  • Obermeyer Wealth Partners first reported a position in Calamos Convertible Opportunities and Income Fund in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Calamos Convertible Opportunities and Income Fund position peaked at $13K in Q2 2013.
  • 60 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.