Parallel Advisors’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Parallel Advisors’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
2022 Q4	–	Sell	-449	Closed	-$4K	–	3376
2022 Q3	$4K	Hold	449	–	–	﹤0.01%	2370
2022 Q2	$5K	Hold	449	–	–	﹤0.01%	2244
2022 Q1	$6K	Hold	449	–	–	﹤0.01%	2219
2021 Q4	$7K	Hold	449	–	–	﹤0.01%	2248
2021 Q3	$7K	Hold	449	–	–	﹤0.01%	2212
2021 Q2	$7K	Hold	449	–	–	﹤0.01%	2149
2021 Q1	$6K	Buy	449 +213	+90%	+$3.02K	﹤0.01%	2111
2020 Q4	$3K	Hold	236	–	–	﹤0.01%	2176
2020 Q3	$3K	Hold	236	–	–	﹤0.01%	2174
2020 Q2	$2K	Buy	+236	New	+$2.25K	﹤0.01%	2170
2018 Q2	–	Sell	-2	Closed	–	–	2102
2018 Q1	$0	Buy	+2	New	+$22	﹤0.01%	2086
2017 Q3	–	Sell	-2,246	Closed	-$26K	–	2107
2017 Q2	$26K	Hold	2,246	–	–	﹤0.01%	900
2017 Q1	$25K	Buy	+2,246	New	+$24.2K	0.01%	874

Other funds holding CHI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Parallel Advisors's CHI Position: Q4 2022 in Review

Parallel Advisors sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q4 2022, closing a stake of 449 shares — an estimated $4K sold.

Parallel Advisors first reported a position in CHI in Q1 2017 and held it in 13 quarters. The position peaked at $26K in Q2 2017. 108 funds tracked by Wall St. Rank hold CHI as of Q4 2022.

Parallel Advisors reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q4 2022 after selling out during the quarter.
Parallel Advisors sold 449 Calamos Convertible Opportunities and Income Fund shares in Q4 2022, an estimated $4K.
Parallel Advisors first reported a position in Calamos Convertible Opportunities and Income Fund in Q1 2017 and held it in 13 quarters.
Parallel Advisors's Calamos Convertible Opportunities and Income Fund position peaked at $26K in Q2 2017.
108 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q4 2022.

Based on Parallel Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.