Plante Moran Financial Advisors’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Plante Moran Financial 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
2021 Q2	–	Sell	-8,000	Closed	-$114K	–	962
2021 Q1	$114K	Buy	+8,000	New	+$113K	0.03%	232
2018 Q4	–	Sell	-230	Closed	-$3K	–	894
2018 Q3	$3K	Buy	230 +3	+1%	+$37	﹤0.01%	639
2018 Q2	$3K	Buy	227 +2	+0.9%	+$23	﹤0.01%	675
2018 Q1	$2K	Buy	+225	New	+$2.5K	﹤0.01%	823
2014 Q4	–	Sell	-6,200	Closed	-$84K	–	813
2014 Q3	$84K	Buy	6,200 +4,200	+210%	+$57.9K	0.07%	188
2014 Q2	$28K	Buy	+2,000	New	+$27.5K	0.03%	324

Other funds holding CHI

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Plante Moran Financial Advisors's CHI Position: Q2 2021 in Review

Plante Moran Financial Advisors sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q2 2021, closing a stake of 8,000 shares — an estimated $114K sold.

Plante Moran Financial Advisors first reported a position in CHI in Q2 2014 and held it in 6 quarters. The position peaked at $114K in Q1 2021. 107 funds tracked by Wall St. Rank hold CHI as of Q2 2021.

Plante Moran Financial Advisors reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q2 2021 after selling out during the quarter.
Plante Moran Financial Advisors sold 8,000 Calamos Convertible Opportunities and Income Fund shares in Q2 2021, an estimated $114K.
Plante Moran Financial Advisors first reported a position in Calamos Convertible Opportunities and Income Fund in Q2 2014 and held it in 6 quarters.
Plante Moran Financial Advisors's Calamos Convertible Opportunities and Income Fund position peaked at $114K in Q1 2021.
107 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.