TFA
CHI

Transamerica Financial Advisors’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Transamerica Financial 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
2016
Q1 		– Sell
-1,500
Closed -$15K – 763
2015
Q4 		$15K Buy
+1,500
New +$15.2K ﹤0.01% 556

Other funds holding CHI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NMC
Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Transamerica Financial Advisors's CHI Position: Q1 2016 in Review

Transamerica Financial Advisors sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q1 2016, closing a stake of 1,500 shares — an estimated $15K sold.

Transamerica Financial Advisors first reported a position in CHI in Q4 2015 and held it in 1 quarter. The position peaked at $15K in Q4 2015. 82 funds tracked by Wall St. Rank hold CHI as of Q1 2016.

  • Transamerica Financial Advisors reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q1 2016 after selling out during the quarter.
  • Transamerica Financial Advisors sold 1,500 Calamos Convertible Opportunities and Income Fund shares in Q1 2016, an estimated $15K.
  • Transamerica Financial Advisors first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2015 and held it in 1 quarter.
  • Transamerica Financial Advisors's Calamos Convertible Opportunities and Income Fund position peaked at $15K in Q4 2015.
  • 82 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q1 2016.

Based on Transamerica Financial Advisors's 13F filing for Q1 2016, filed 21 Apr 2016.