SMG
CHY

Spectrum Management Group’s Calamos Convertible and High Income Fund CHY Stock Holding History

Spectrum Management Group’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
2017
Q4 		– Sell
-5,300
Closed -$63K – 281
2017
Q3 		$63K Buy
+5,300
New +$62.7K 0.02% 159

Other funds holding CHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Spectrum Management Group's CHY Position: Q4 2017 in Review

Spectrum Management Group sold out of Calamos Convertible and High Income Fund (CHY) in Q4 2017, closing a stake of 5,300 shares — an estimated $63K sold.

Spectrum Management Group first reported a position in CHY in Q3 2017 and held it in 1 quarter. The position peaked at $63K in Q3 2017. 80 funds tracked by Wall St. Rank hold CHY as of Q4 2017.

  • Spectrum Management Group reported no remaining Calamos Convertible and High Income Fund position as of Q4 2017 after selling out during the quarter.
  • Spectrum Management Group sold 5,300 Calamos Convertible and High Income Fund shares in Q4 2017, an estimated $63K.
  • Spectrum Management Group first reported a position in Calamos Convertible and High Income Fund in Q3 2017 and held it in 1 quarter.
  • Spectrum Management Group's Calamos Convertible and High Income Fund position peaked at $63K in Q3 2017.
  • 80 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q4 2017.

Based on Spectrum Management Group's 13F filing for Q4 2017, filed 7 Feb 2018.