OPS
CHY

Orion Portfolio Solutions’s Calamos Convertible and High Income Fund CHY Stock Holding History

Orion Portfolio Solutions’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
2020
Q2 		– Sell
-500
Closed -$4K – 2204
2020
Q1 		$4K Buy
+500
New +$5.37K ﹤0.01% 1347

Other funds holding CHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return

Orion Portfolio Solutions's CHY Position: Q2 2020 in Review

Orion Portfolio Solutions sold out of Calamos Convertible and High Income Fund (CHY) in Q2 2020, closing a stake of 500 shares — an estimated $4K sold.

Orion Portfolio Solutions first reported a position in CHY in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 86 funds tracked by Wall St. Rank hold CHY as of Q2 2020.

  • Orion Portfolio Solutions reported no remaining Calamos Convertible and High Income Fund position as of Q2 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 500 Calamos Convertible and High Income Fund shares in Q2 2020, an estimated $4K.
  • Orion Portfolio Solutions first reported a position in Calamos Convertible and High Income Fund in Q1 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's Calamos Convertible and High Income Fund position peaked at $4K in Q1 2020.
  • 86 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2020.

Based on Orion Portfolio Solutions's 13F filing for Q2 2020, filed 13 Aug 2020.