SeaCrest Wealth Management’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

SeaCrest Wealth 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 Q3	–	Sell	-1,500	Closed	-$16K	–	777
2022 Q2	$16K	Buy	+1,500	New	+$17.8K	﹤0.01%	1565
2019 Q2	–	Sell	-1,500	Closed	-$15K	–	736
2019 Q1	$15K	Sell	1,500 -215	-13%	-$2.16K	﹤0.01%	1395
2018 Q4	$15K	Hold	1,715	–	–	﹤0.01%	1349
2018 Q3	$21K	Hold	1,715	–	–	﹤0.01%	1351
2018 Q2	$20K	Hold	1,715	–	–	﹤0.01%	1356
2018 Q1	$19K	Hold	1,715	–	–	﹤0.01%	1344
2017 Q4	$19K	Buy	+1,715	New	+$19.7K	﹤0.01%	1352

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SeaCrest Wealth Management's CHI Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q3 2022, closing a stake of 1,500 shares — an estimated $16K sold.

SeaCrest Wealth Management first reported a position in CHI in Q4 2017 and held it in 7 quarters. The position peaked at $21K in Q3 2018. 104 funds tracked by Wall St. Rank hold CHI as of Q3 2022.

SeaCrest Wealth Management reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 1,500 Calamos Convertible Opportunities and Income Fund shares in Q3 2022, an estimated $16K.
SeaCrest Wealth Management first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's Calamos Convertible Opportunities and Income Fund position peaked at $21K in Q3 2018.
104 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.