Suntrust Banks’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Suntrust Banks’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	-14,358	Closed	-$142K	–	1249
2017 Q1	$142K	Buy	14,358 +1,170	+9%	+$12.6K	﹤0.01%	1219
2016 Q4	$130K	Buy	13,188 +3,025	+30%	+$30.1K	﹤0.01%	1521
2016 Q3	$100K	Hold	10,163	–	–	﹤0.01%	1512
2016 Q2	$100K	Sell	10,163 -1,736	-15%	-$16.7K	﹤0.01%	1466
2016 Q1	$117K	Hold	11,899	–	–	﹤0.01%	1416
2015 Q4	$117K	Sell	11,899 -5,693	-32%	-$57.6K	﹤0.01%	1399
2015 Q3	$173K	Buy	+17,592	New	+$194K	﹤0.01%	1180
2014 Q1	–	Sell	-17,240	Closed	-$228K	–	1908
2013 Q4	$228K	Buy	17,240 +363	+2%	+$4.72K	﹤0.01%	1638
2013 Q3	$212K	Buy	16,877 +265	+2%	+$3.34K	﹤0.01%	1649
2013 Q2	$209K	Buy	+16,612	New	+$211K	﹤0.01%	1569

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

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Suntrust Banks's CHI Position: Q2 2017 in Review

Suntrust Banks sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q2 2017, closing a stake of 14,358 shares — an estimated $142K sold.

Suntrust Banks first reported a position in CHI in Q2 2013 and held it in 10 quarters. The position peaked at $228K in Q4 2013. 88 funds tracked by Wall St. Rank hold CHI as of Q2 2017.

Suntrust Banks reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q2 2017 after selling out during the quarter.
Suntrust Banks sold 14,358 Calamos Convertible Opportunities and Income Fund shares in Q2 2017, an estimated $142K.
Suntrust Banks first reported a position in Calamos Convertible Opportunities and Income Fund in Q2 2013 and held it in 10 quarters.
Suntrust Banks's Calamos Convertible Opportunities and Income Fund position peaked at $228K in Q4 2013.
88 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2017.

Based on Suntrust Banks's 13F filing for Q2 2017, filed 11 Aug 2017.