Simplicity Solutions’s Calamos Convertible and High Income Fund CHY Stock Holding History

Simplicity Solutions’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 Q1	–	Sell	-191,378	Closed	-$2.73M	–	549
2020 Q4	$2.73M	Buy	191,378 +4,133	+2%	+$53.8K	0.04%	321
2020 Q3	$2.19M	Buy	187,245 +42,787	+30%	+$508K	0.04%	312
2020 Q2	$1.64M	Sell	144,458 -8,629	-6%	-$88.2K	0.03%	347
2020 Q1	$1.35M	Buy	153,087 +18,139	+13%	+$195K	0.04%	286
2019 Q4	$1.54M	Sell	134,948 -73,076	-35%	-$821K	0.05%	284
2019 Q3	$2.29M	Buy	208,024 +8,061	+4%	+$90.4K	0.09%	177
2019 Q2	$2.21M	Buy	199,963 +114,608	+134%	+$1.25M	0.09%	151
2019 Q1	$926K	Buy	+85,355	New	+$918K	0.06%	267
2018 Q4	–	Sell	-269,211	Closed	-$3.57M	–	637
2018 Q3	$3.57M	Buy	269,211 +102,653	+62%	+$1.34M	0.2%	70
2018 Q2	$2.12M	Buy	+166,558	New	+$2.04M	0.15%	81

Other funds holding CHY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions's CHY Position: Q1 2021 in Review

Simplicity Solutions sold out of Calamos Convertible and High Income Fund (CHY) in Q1 2021, closing a stake of 191,378 shares — an estimated $2.73M sold.

Simplicity Solutions first reported a position in CHY in Q2 2018 and held it in 10 quarters. The position peaked at $3.57M in Q3 2018. 97 funds tracked by Wall St. Rank hold CHY as of Q1 2021.

Simplicity Solutions reported no remaining Calamos Convertible and High Income Fund position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 191,378 Calamos Convertible and High Income Fund shares in Q1 2021, an estimated $2.73M.
Simplicity Solutions first reported a position in Calamos Convertible and High Income Fund in Q2 2018 and held it in 10 quarters.
Simplicity Solutions's Calamos Convertible and High Income Fund position peaked at $3.57M in Q3 2018.
97 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.