People's United Financial’s Calamos Convertible and High Income Fund CHY Stock Holding History

People's United Financial’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
2017 Q3	–	Sell	-1,150	Closed	-$14K	–	593
2017 Q2	$14K	Hold	1,150	–	–	﹤0.01%	876
2017 Q1	$13K	Hold	1,150	–	–	﹤0.01%	862
2016 Q4	$12K	Hold	1,150	–	–	﹤0.01%	851
2016 Q3	$13K	Hold	1,150	–	–	﹤0.01%	713
2016 Q2	$12K	Hold	1,150	–	–	﹤0.01%	717
2016 Q1	$12K	Hold	1,150	–	–	﹤0.01%	696
2015 Q4	$12K	Hold	1,150	–	–	﹤0.01%	701
2015 Q3	$13K	Hold	1,150	–	–	﹤0.01%	678
2015 Q2	$15K	Hold	1,150	–	–	﹤0.01%	664
2015 Q1	$16K	Hold	1,150	–	–	﹤0.01%	650
2014 Q4	$16K	Hold	1,150	–	–	﹤0.01%	658
2014 Q3	$16K	Hold	1,150	–	–	﹤0.01%	651
2014 Q2	$17K	Hold	1,150	–	–	﹤0.01%	660
2014 Q1	$16K	Hold	1,150	–	–	﹤0.01%	637
2013 Q4	$15K	Hold	1,150	–	–	﹤0.01%	638
2013 Q3	$14K	Hold	1,150	–	–	﹤0.01%	643
2013 Q2	$14K	Buy	+1,150	New	+$14.7K	﹤0.01%	607

Other funds holding CHY

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

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

PWSG

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

GIP

Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return

JWM

Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

People's United Financial's CHY Position: Q3 2017 in Review

People's United Financial sold out of Calamos Convertible and High Income Fund (CHY) in Q3 2017, closing a stake of 1,150 shares — an estimated $14K sold.

People's United Financial first reported a position in CHY in Q2 2013 and held it in 17 quarters. The position peaked at $17K in Q2 2014. 80 funds tracked by Wall St. Rank hold CHY as of Q3 2017.

People's United Financial reported no remaining Calamos Convertible and High Income Fund position as of Q3 2017 after selling out during the quarter.
People's United Financial sold 1,150 Calamos Convertible and High Income Fund shares in Q3 2017, an estimated $14K.
People's United Financial first reported a position in Calamos Convertible and High Income Fund in Q2 2013 and held it in 17 quarters.
People's United Financial's Calamos Convertible and High Income Fund position peaked at $17K in Q2 2014.
80 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q3 2017.

Based on People's United Financial's 13F filing for Q3 2017, filed 13 Nov 2017.