Pinnacle Financial Partners (Tennessee)’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
2017 Q2	–	Sell	-21,500	Closed	-$237K	–	474
2017 Q1	$237K	Hold	21,500	–	–	0.05%	222
2016 Q4	$217K	Hold	21,500	–	–	0.05%	222
2016 Q3	$222K	Hold	21,500	–	–	0.05%	245
2016 Q2	$211K	Hold	21,500	–	–	0.05%	244
2016 Q1	$204K	Buy	+21,500	New	+$193K	0.05%	230

Other funds holding CHI

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

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

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee)'s CHI Position: Q2 2017 in Review

Pinnacle Financial Partners (Tennessee) sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q2 2017, closing a stake of 21,500 shares — an estimated $237K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in CHI in Q1 2016 and held it in 5 quarters. The position peaked at $237K in Q1 2017. 88 funds tracked by Wall St. Rank hold CHI as of Q2 2017.

Pinnacle Financial Partners (Tennessee) reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q2 2017 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 21,500 Calamos Convertible Opportunities and Income Fund shares in Q2 2017, an estimated $237K.
Pinnacle Financial Partners (Tennessee) first reported a position in Calamos Convertible Opportunities and Income Fund in Q1 2016 and held it in 5 quarters.
Pinnacle Financial Partners (Tennessee)'s Calamos Convertible Opportunities and Income Fund position peaked at $237K in Q1 2017.
88 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2017.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q2 2017, filed 2 Aug 2017.