PSCM
CHI

Per Stirling Capital Management’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Per Stirling Capital 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
2023
Q1 		– Sell
-11,134
Closed -$117K – 182
2022
Q4 		$117K Buy
+11,134
New +$120K 0.02% 200

Other funds holding CHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

Per Stirling Capital Management's CHI Position: Q1 2023 in Review

Per Stirling Capital Management sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q1 2023, closing a stake of 11,134 shares — an estimated $117K sold.

Per Stirling Capital Management first reported a position in CHI in Q4 2022 and held it in 1 quarter. The position peaked at $117K in Q4 2022. 115 funds tracked by Wall St. Rank hold CHI as of Q1 2023.

  • Per Stirling Capital Management reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q1 2023 after selling out during the quarter.
  • Per Stirling Capital Management sold 11,134 Calamos Convertible Opportunities and Income Fund shares in Q1 2023, an estimated $117K.
  • Per Stirling Capital Management first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2022 and held it in 1 quarter.
  • Per Stirling Capital Management's Calamos Convertible Opportunities and Income Fund position peaked at $117K in Q4 2022.
  • 115 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q1 2023.

Based on Per Stirling Capital Management's 13F filing for Q1 2023, filed 15 May 2023.