TWA
CHI

TCI Wealth Advisors’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

TCI Wealth Advisors’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
Q2 		– Sell
-115
Closed -$1.21K – 575
2023
Q1 		$1.21K Buy
+115
New +$1.33K ﹤0.01% 2079
2017
Q1 		– Sell
-600
Closed -$6K – 1299
2016
Q4 		$6K Buy
+600
New +$5.97K ﹤0.01% 724

Other funds holding CHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TCI Wealth Advisors's CHI Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q2 2023, closing a stake of 115 shares — an estimated $1.21K sold.

TCI Wealth Advisors first reported a position in CHI in Q4 2016 and held it in 2 quarters. The position peaked at $6K in Q4 2016. 108 funds tracked by Wall St. Rank hold CHI as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 115 Calamos Convertible Opportunities and Income Fund shares in Q2 2023, an estimated $1.21K.
  • TCI Wealth Advisors first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2016 and held it in 2 quarters.
  • TCI Wealth Advisors's Calamos Convertible Opportunities and Income Fund position peaked at $6K in Q4 2016.
  • 108 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.