RIA
CHY

Regal Investment Advisors’s Calamos Convertible and High Income Fund CHY Stock Holding History

Regal Investment Advisors’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
2013
Q4 		– Sell
-7,041
Closed -$88K – 837
2013
Q3 		$88K Buy
7,041
+67
+1% +$828 0.05% 246
2013
Q2 		$86K Buy
+6,974
New +$89.3K 0.05% 246

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Regal Investment Advisors's CHY Position: Q4 2013 in Review

Regal Investment Advisors sold out of Calamos Convertible and High Income Fund (CHY) in Q4 2013, closing a stake of 7,041 shares — an estimated $88K sold.

Regal Investment Advisors first reported a position in CHY in Q2 2013 and held it in 2 quarters. The position peaked at $88K in Q3 2013. 94 funds tracked by Wall St. Rank hold CHY as of Q4 2013.

  • Regal Investment Advisors reported no remaining Calamos Convertible and High Income Fund position as of Q4 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 7,041 Calamos Convertible and High Income Fund shares in Q4 2013, an estimated $88K.
  • Regal Investment Advisors first reported a position in Calamos Convertible and High Income Fund in Q2 2013 and held it in 2 quarters.
  • Regal Investment Advisors's Calamos Convertible and High Income Fund position peaked at $88K in Q3 2013.
  • 94 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q4 2013.

Based on Regal Investment Advisors's 13F filing for Q4 2013, filed 6 Feb 2014.