Sound Income Strategies’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Sound Income Strategies’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
2021 Q2	–	Sell	-43	Closed	-$611	–	899
2021 Q1	$611	Buy	+43	New	+$609	﹤0.01%	875
2020 Q2	–	Sell	-150	Closed	-$1K	–	791
2020 Q1	$1K	Hold	150	–	–	﹤0.01%	645
2019 Q4	$2K	Hold	150	–	–	﹤0.01%	560
2019 Q3	$2K	Hold	150	–	–	﹤0.01%	526
2019 Q2	$2K	Hold	150	–	–	﹤0.01%	543
2019 Q1	$2K	Buy	+150	New	+$1.51K	﹤0.01%	539

Other funds holding CHI

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Sound Income Strategies's CHI Position: Q2 2021 in Review

Sound Income Strategies sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q2 2021, closing a stake of 43 shares — an estimated $611 sold.

Sound Income Strategies first reported a position in CHI in Q1 2019 and held it in 6 quarters. The position peaked at $2K in Q4 2019. 107 funds tracked by Wall St. Rank hold CHI as of Q2 2021.

Sound Income Strategies reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q2 2021 after selling out during the quarter.
Sound Income Strategies sold 43 Calamos Convertible Opportunities and Income Fund shares in Q2 2021, an estimated $611.
Sound Income Strategies first reported a position in Calamos Convertible Opportunities and Income Fund in Q1 2019 and held it in 6 quarters.
Sound Income Strategies's Calamos Convertible Opportunities and Income Fund position peaked at $2K in Q4 2019.
107 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2021.

Based on Sound Income Strategies's 13F filing for Q2 2021, filed 13 Jul 2021.