TCI Wealth Advisors’s Calamos Convertible and High Income Fund CHY Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-216	Closed	-$2.36K	–	580
2023 Q1	$2.36K	Hold	216	–	–	﹤0.01%	1927
2022 Q4	$2.28K	Hold	216	–	–	﹤0.01%	1943
2022 Q3	$2K	Buy	216 +202	+1,443%	+$2.47K	﹤0.01%	1905
2022 Q2	$0	Hold	14	–	–	﹤0.01%	2301
2022 Q1	$0	Hold	14	–	–	﹤0.01%	2259
2021 Q4	$0	Hold	14	–	–	﹤0.01%	2324
2021 Q3	$0	Hold	14	–	–	﹤0.01%	2400
2021 Q2	$0	Hold	14	–	–	﹤0.01%	2335
2021 Q1	$0	Hold	14	–	–	﹤0.01%	2174
2020 Q4	$0	Hold	14	–	–	﹤0.01%	1554
2020 Q3	$0	Hold	14	–	–	﹤0.01%	1541
2020 Q2	$0	Hold	14	–	–	﹤0.01%	1481
2020 Q1	$0	Hold	14	–	–	﹤0.01%	1509
2019 Q4	$0	Hold	14	–	–	﹤0.01%	1548
2019 Q3	$0	Hold	14	–	–	﹤0.01%	1508
2019 Q2	$0	Hold	14	–	–	﹤0.01%	1432
2019 Q1	$0	Hold	14	–	–	﹤0.01%	1422
2018 Q4	$0	Hold	14	–	–	﹤0.01%	1468
2018 Q3	$0	Hold	14	–	–	﹤0.01%	1475
2018 Q2	$0	Hold	14	–	–	﹤0.01%	1513
2018 Q1	$0	Hold	14	–	–	﹤0.01%	1357
2017 Q4	$0	Hold	14	–	–	﹤0.01%	1376
2017 Q3	$0	Hold	14	–	–	﹤0.01%	1326
2017 Q2	$0	Hold	14	–	–	﹤0.01%	1337
2017 Q1	$0	Hold	14	–	–	﹤0.01%	1300
2016 Q4	$0	Hold	14	–	–	﹤0.01%	1367
2016 Q3	$0	Hold	14	–	–	﹤0.01%	1363
2016 Q2	$0	Buy	+14	New	+$144	﹤0.01%	1306
2014 Q4	–	Sell	-8,246	Closed	-$117K	–	891
2014 Q3	$117K	Hold	8,246	–	–	0.07%	156
2014 Q2	$122K	Buy	+8,246	New	+$118K	0.07%	155

Other funds holding CHY

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

AAM

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

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

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Calamos Convertible and High Income Fund (CHY) in Q2 2023, closing a stake of 216 shares — an estimated $2.36K sold.

TCI Wealth Advisors first reported a position in CHY in Q2 2014 and held it in 30 quarters. The position peaked at $122K in Q2 2014. 106 funds tracked by Wall St. Rank hold CHY as of Q2 2023.

TCI Wealth Advisors reported no remaining Calamos Convertible and High Income Fund position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 216 Calamos Convertible and High Income Fund shares in Q2 2023, an estimated $2.36K.
TCI Wealth Advisors first reported a position in Calamos Convertible and High Income Fund in Q2 2014 and held it in 30 quarters.
TCI Wealth Advisors's Calamos Convertible and High Income Fund position peaked at $122K in Q2 2014.
106 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2023.

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