SIA
CHI

Sit Investment Associates’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Sit Investment Associates’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
2017
Q1 		– Sell
-131,842
Closed -$1.33M – 521
2016
Q4 		$1.33M Buy
+131,842
New +$1.31M 0.03% 310

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sit Investment Associates's CHI Position: Q1 2017 in Review

Sit Investment Associates sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q1 2017, closing a stake of 131,842 shares — an estimated $1.33M sold.

Sit Investment Associates first reported a position in CHI in Q4 2016 and held it in 1 quarter. The position peaked at $1.33M in Q4 2016. 90 funds tracked by Wall St. Rank hold CHI as of Q1 2017.

  • Sit Investment Associates reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q1 2017 after selling out during the quarter.
  • Sit Investment Associates sold 131,842 Calamos Convertible Opportunities and Income Fund shares in Q1 2017, an estimated $1.33M.
  • Sit Investment Associates first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2016 and held it in 1 quarter.
  • Sit Investment Associates's Calamos Convertible Opportunities and Income Fund position peaked at $1.33M in Q4 2016.
  • 90 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q1 2017.

Based on Sit Investment Associates's 13F filing for Q1 2017, filed 25 Apr 2017.