PWAG
CHY

Polaris Wealth Advisory Group’s Calamos Convertible and High Income Fund CHY Stock Holding History

Polaris Wealth Advisory Group’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
2014
Q1 		– Sell
-815
Closed -$11K – 170
2013
Q4 		$11K Buy
+815
New +$10.4K ﹤0.01% 141

Other funds holding CHY

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Polaris Wealth Advisory Group's CHY Position: Q1 2014 in Review

Polaris Wealth Advisory Group sold out of Calamos Convertible and High Income Fund (CHY) in Q1 2014, closing a stake of 815 shares — an estimated $11K sold.

Polaris Wealth Advisory Group first reported a position in CHY in Q4 2013 and held it in 1 quarter. The position peaked at $11K in Q4 2013. 84 funds tracked by Wall St. Rank hold CHY as of Q1 2014.

  • Polaris Wealth Advisory Group reported no remaining Calamos Convertible and High Income Fund position as of Q1 2014 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 815 Calamos Convertible and High Income Fund shares in Q1 2014, an estimated $11K.
  • Polaris Wealth Advisory Group first reported a position in Calamos Convertible and High Income Fund in Q4 2013 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Calamos Convertible and High Income Fund position peaked at $11K in Q4 2013.
  • 84 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q1 2014.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2014, filed 28 Apr 2014.