Ranch Capital Advisors’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Ranch Capital 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 Q4	–	Sell	-855	Closed	-$13K	–	226
2021 Q3	$13K	Buy	+855	New	+$13.1K	0.01%	430
2021 Q2	–	Sell	-823	Closed	-$12.3K	–	600
2021 Q1	$11K	Sell	823 -978	-54%	-$13.9K	0.01%	605
2020 Q4	$24K	Buy	1,801 +34	+2%	+$419	0.02%	427
2020 Q3	$19K	Buy	1,767 +24	+1%	+$269	0.02%	465
2020 Q2	$19K	Buy	1,743 +55	+3%	+$526	0.01%	480
2020 Q1	$14K	Buy	1,688 +43	+3%	+$440	0.01%	522
2019 Q4	$18K	Buy	+1,645	New	+$17.7K	0.01%	525

Other funds holding CHI

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ranch Capital Advisors's CHI Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q4 2021, closing a stake of 855 shares — an estimated $13K sold.

Ranch Capital Advisors first reported a position in CHI in Q4 2019 and held it in 7 quarters. The position peaked at $24K in Q4 2020. 109 funds tracked by Wall St. Rank hold CHI as of Q4 2021.

Ranch Capital Advisors reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 855 Calamos Convertible Opportunities and Income Fund shares in Q4 2021, an estimated $13K.
Ranch Capital Advisors first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2019 and held it in 7 quarters.
Ranch Capital Advisors's Calamos Convertible Opportunities and Income Fund position peaked at $24K in Q4 2020.
109 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.