PFBT
CHI

Parkside Financial Bank & Trust’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Parkside Financial Bank & Trust’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
2016
Q4 		– Sell
-2,533
Closed -$26K – 1382
2016
Q3 		$26K Buy
+2,533
New +$26.3K 0.01% 509

Other funds holding CHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Parkside Financial Bank & Trust's CHI Position: Q4 2016 in Review

Parkside Financial Bank & Trust sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q4 2016, closing a stake of 2,533 shares — an estimated $26K sold.

Parkside Financial Bank & Trust first reported a position in CHI in Q3 2016 and held it in 1 quarter. The position peaked at $26K in Q3 2016. 96 funds tracked by Wall St. Rank hold CHI as of Q4 2016.

  • Parkside Financial Bank & Trust reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q4 2016 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 2,533 Calamos Convertible Opportunities and Income Fund shares in Q4 2016, an estimated $26K.
  • Parkside Financial Bank & Trust first reported a position in Calamos Convertible Opportunities and Income Fund in Q3 2016 and held it in 1 quarter.
  • Parkside Financial Bank & Trust's Calamos Convertible Opportunities and Income Fund position peaked at $26K in Q3 2016.
  • 96 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q4 2016.

Based on Parkside Financial Bank & Trust's 13F filing for Q4 2016, filed 8 Feb 2017.