Sunbelt Securities’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Sunbelt Securities’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
2023 Q3	–	Sell	-4,000	Closed	-$44.8K	–	1773
2023 Q2	$44.8K	Hold	4,000	–	–	0.01%	821
2023 Q1	$42.4K	Buy	+4,000	New	+$46.1K	0.01%	791
2020 Q1	–	Sell	-22,537	Closed	-$248K	–	409
2019 Q4	$248K	Buy	22,537 +421	+2%	+$4.53K	0.03%	486
2019 Q3	$230K	Buy	+22,116	New	+$233K	0.03%	487

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

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sunbelt Securities's CHI Position: Q3 2023 in Review

Sunbelt Securities sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q3 2023, closing a stake of 4,000 shares — an estimated $44.8K sold.

Sunbelt Securities first reported a position in CHI in Q3 2019 and held it in 4 quarters. The position peaked at $248K in Q4 2019. 108 funds tracked by Wall St. Rank hold CHI as of Q3 2023.

Sunbelt Securities reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q3 2023 after selling out during the quarter.
Sunbelt Securities sold 4,000 Calamos Convertible Opportunities and Income Fund shares in Q3 2023, an estimated $44.8K.
Sunbelt Securities first reported a position in Calamos Convertible Opportunities and Income Fund in Q3 2019 and held it in 4 quarters.
Sunbelt Securities's Calamos Convertible Opportunities and Income Fund position peaked at $248K in Q4 2019.
108 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q3 2023.

Based on Sunbelt Securities's 13F filing for Q3 2023, filed 11 Dec 2023.