T
CHI

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

TCWP’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
2022
Q2 		– Sell
-6,046
Closed -$79K – 549
2022
Q1 		$79K Buy
+6,046
New +$81.4K 0.01% 396

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
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

TCWP's CHI Position: Q2 2022 in Review

TCWP sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q2 2022, closing a stake of 6,046 shares — an estimated $79K sold.

TCWP first reported a position in CHI in Q1 2022 and held it in 1 quarter. The position peaked at $79K in Q1 2022. 110 funds tracked by Wall St. Rank hold CHI as of Q2 2022.

  • TCWP reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 6,046 Calamos Convertible Opportunities and Income Fund shares in Q2 2022, an estimated $79K.
  • TCWP first reported a position in Calamos Convertible Opportunities and Income Fund in Q1 2022 and held it in 1 quarter.
  • TCWP's Calamos Convertible Opportunities and Income Fund position peaked at $79K in Q1 2022.
  • 110 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.