RCM
CHI

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

Raleigh 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
2022
Q4 		– Sell
-1,250
Closed -$12K – 783
2022
Q3 		$12K Buy
1,250
+32
+3% +$373 0.01% 335
2022
Q2 		$13K Buy
1,218
+29
+2% +$344 0.01% 321
2022
Q1 		$16K Buy
+1,189
New +$16K 0.01% 310

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raleigh Capital Management's CHI Position: Q4 2022 in Review

Raleigh Capital Management sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q4 2022, closing a stake of 1,250 shares — an estimated $12K sold.

Raleigh Capital Management first reported a position in CHI in Q1 2022 and held it in 3 quarters. The position peaked at $16K in Q1 2022. 108 funds tracked by Wall St. Rank hold CHI as of Q4 2022.

  • Raleigh Capital Management reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q4 2022 after selling out during the quarter.
  • Raleigh Capital Management sold 1,250 Calamos Convertible Opportunities and Income Fund shares in Q4 2022, an estimated $12K.
  • Raleigh Capital Management first reported a position in Calamos Convertible Opportunities and Income Fund in Q1 2022 and held it in 3 quarters.
  • Raleigh Capital Management's Calamos Convertible Opportunities and Income Fund position peaked at $16K in Q1 2022.
  • 108 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q4 2022.

Based on Raleigh Capital Management's 13F filing for Q4 2022, filed 7 Feb 2023.