SFS
CHI

Sowell Financial Services’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Sowell Financial Services’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
2020
Q2 		– Sell
-22
Closed – – 2478
2020
Q1 		$0 Buy
+22
New +$225 ﹤0.01% 2448

Other funds holding CHI

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AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Sowell Financial Services's CHI Position: Q2 2020 in Review

Sowell Financial Services sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q2 2020, closing a stake of 22 shares.

Sowell Financial Services first reported a position in CHI in Q1 2020 and held it in 1 quarter. The position peaked at $0 in Q1 2020. 94 funds tracked by Wall St. Rank hold CHI as of Q2 2020.

  • Sowell Financial Services reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q2 2020 after selling out during the quarter.
  • Sowell Financial Services sold 22 Calamos Convertible Opportunities and Income Fund shares in Q2 2020.
  • Sowell Financial Services first reported a position in Calamos Convertible Opportunities and Income Fund in Q1 2020 and held it in 1 quarter.
  • Sowell Financial Services's Calamos Convertible Opportunities and Income Fund position peaked at $0 in Q1 2020.
  • 94 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2020.

Based on Sowell Financial Services's 13F filing for Q2 2020, filed 13 Aug 2020.