T
CHI

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

Tidemark’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
2024
Q4 		– Sell
-1,200
Closed -$14K – 633
2024
Q3 		$14K Buy
+1,200
New +$13.8K 0.01% 390

Other funds holding CHI

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Tidemark's CHI Position: Q4 2024 in Review

Tidemark sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q4 2024, closing a stake of 1,200 shares — an estimated $14K sold.

Tidemark first reported a position in CHI in Q3 2024 and held it in 1 quarter. The position peaked at $14K in Q3 2024. 126 funds tracked by Wall St. Rank hold CHI as of Q4 2024.

  • Tidemark reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q4 2024 after selling out during the quarter.
  • Tidemark sold 1,200 Calamos Convertible Opportunities and Income Fund shares in Q4 2024, an estimated $14K.
  • Tidemark first reported a position in Calamos Convertible Opportunities and Income Fund in Q3 2024 and held it in 1 quarter.
  • Tidemark's Calamos Convertible Opportunities and Income Fund position peaked at $14K in Q3 2024.
  • 126 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q4 2024.

Based on Tidemark's 13F filing for Q4 2024, filed 10 Feb 2025.