SFC
CHY

Strategic Financial Concepts’s Calamos Convertible and High Income Fund CHY Stock Holding History

Strategic Financial Concepts’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
2024
Q3 		– Sell
-28,150
Closed -$2.5K – 315
2024
Q2 		$2.5K Buy
+28,150
New +$316K ﹤0.01% 539

Other funds holding CHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Strategic Financial Concepts's CHY Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Calamos Convertible and High Income Fund (CHY) in Q3 2024, closing a stake of 28,150 shares — an estimated $2.5K sold.

Strategic Financial Concepts first reported a position in CHY in Q2 2024 and held it in 1 quarter. The position peaked at $2.5K in Q2 2024. 120 funds tracked by Wall St. Rank hold CHY as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Calamos Convertible and High Income Fund position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 28,150 Calamos Convertible and High Income Fund shares in Q3 2024, an estimated $2.5K.
  • Strategic Financial Concepts first reported a position in Calamos Convertible and High Income Fund in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Calamos Convertible and High Income Fund position peaked at $2.5K in Q2 2024.
  • 120 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.