O'Brien Wealth Partners’s Calamos Convertible and High Income Fund CHY Stock Holding History

O'Brien Wealth Partners’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
2018 Q4	–	Sell	-2,500	Closed	-$33K	–	76
2018 Q3	$33K	Hold	2,500	–	–	0.02%	83
2018 Q2	$32K	Hold	2,500	–	–	0.02%	45
2018 Q1	$29K	Buy	+2,500	New	+$29.6K	0.02%	73

Other funds holding CHY

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

O'Brien Wealth Partners's CHY Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Calamos Convertible and High Income Fund (CHY) in Q4 2018, closing a stake of 2,500 shares — an estimated $33K sold.

O'Brien Wealth Partners first reported a position in CHY in Q1 2018 and held it in 3 quarters. The position peaked at $33K in Q3 2018. 89 funds tracked by Wall St. Rank hold CHY as of Q4 2018.

O'Brien Wealth Partners reported no remaining Calamos Convertible and High Income Fund position as of Q4 2018 after selling out during the quarter.
O'Brien Wealth Partners sold 2,500 Calamos Convertible and High Income Fund shares in Q4 2018, an estimated $33K.
O'Brien Wealth Partners first reported a position in Calamos Convertible and High Income Fund in Q1 2018 and held it in 3 quarters.
O'Brien Wealth Partners's Calamos Convertible and High Income Fund position peaked at $33K in Q3 2018.
89 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.