STMM
CHI

South Texas Money Management’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

South Texas Money 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
2017
Q2 		– Sell
-33,000
Closed -$363K – 211
2017
Q1 		$363K Buy
+33,000
New +$355K 0.02% 168

Other funds holding CHI

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

South Texas Money Management's CHI Position: Q2 2017 in Review

South Texas Money Management sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q2 2017, closing a stake of 33,000 shares — an estimated $363K sold.

South Texas Money Management first reported a position in CHI in Q1 2017 and held it in 1 quarter. The position peaked at $363K in Q1 2017. 88 funds tracked by Wall St. Rank hold CHI as of Q2 2017.

  • South Texas Money Management reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q2 2017 after selling out during the quarter.
  • South Texas Money Management sold 33,000 Calamos Convertible Opportunities and Income Fund shares in Q2 2017, an estimated $363K.
  • South Texas Money Management first reported a position in Calamos Convertible Opportunities and Income Fund in Q1 2017 and held it in 1 quarter.
  • South Texas Money Management's Calamos Convertible Opportunities and Income Fund position peaked at $363K in Q1 2017.
  • 88 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2017.

Based on South Texas Money Management's 13F filing for Q2 2017, filed 11 Aug 2017.