PAM
CHI

Panagora Asset Management’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Panagora Asset 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
2021
Q3 		– Sell
-52
Closed -$1K – 1834
2021
Q2 		$1K Buy
+52
New +$776 ﹤0.01% 2680

Other funds holding CHI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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 $71.6B AUM 21.08% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Panagora Asset Management's CHI Position: Q3 2021 in Review

Panagora Asset Management sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q3 2021, closing a stake of 52 shares — an estimated $1K sold.

Panagora Asset Management first reported a position in CHI in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 106 funds tracked by Wall St. Rank hold CHI as of Q3 2021.

  • Panagora Asset Management reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q3 2021 after selling out during the quarter.
  • Panagora Asset Management sold 52 Calamos Convertible Opportunities and Income Fund shares in Q3 2021, an estimated $1K.
  • Panagora Asset Management first reported a position in Calamos Convertible Opportunities and Income Fund in Q2 2021 and held it in 1 quarter.
  • Panagora Asset Management's Calamos Convertible Opportunities and Income Fund position peaked at $1K in Q2 2021.
  • 106 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q3 2021.

Based on Panagora Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.