RFA
CHY

Reilly Financial Advisors’s Calamos Convertible and High Income Fund CHY Stock Holding History

Reilly Financial 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
2021
Q4 		– Sell
-35
Closed -$7K – 1127
2021
Q3 		$7K Buy
+35
New +$564 ﹤0.01% 701

Other funds holding CHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Reilly Financial Advisors's CHY Position: Q4 2021 in Review

Reilly Financial Advisors sold out of Calamos Convertible and High Income Fund (CHY) in Q4 2021, closing a stake of 35 shares — an estimated $7K sold.

Reilly Financial Advisors first reported a position in CHY in Q3 2021 and held it in 1 quarter. The position peaked at $7K in Q3 2021. 108 funds tracked by Wall St. Rank hold CHY as of Q4 2021.

  • Reilly Financial Advisors reported no remaining Calamos Convertible and High Income Fund position as of Q4 2021 after selling out during the quarter.
  • Reilly Financial Advisors sold 35 Calamos Convertible and High Income Fund shares in Q4 2021, an estimated $7K.
  • Reilly Financial Advisors first reported a position in Calamos Convertible and High Income Fund in Q3 2021 and held it in 1 quarter.
  • Reilly Financial Advisors's Calamos Convertible and High Income Fund position peaked at $7K in Q3 2021.
  • 108 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.