United Capital Financial Advisors’s Calamos Convertible and High Income Fund CHY Stock Holding History

United Capital Financial 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 Q1	–	Sell	-10,312	Closed	-$109K	–	981
2022 Q4	$109K	Sell	10,312 -1,000	-9%	-$11.1K	﹤0.01%	1008
2022 Q3	$114K	Sell	11,312 -1,400	-11%	-$17.1K	﹤0.01%	1050
2022 Q2	$142K	Buy	+12,712	New	+$158K	﹤0.01%	1079
2016 Q2	–	Sell	-10,372	Closed	-$108K	–	1255
2016 Q1	$108K	Sell	10,372 -10,642	-51%	-$103K	﹤0.01%	1176
2015 Q4	$221K	Buy	+21,014	New	+$231K	﹤0.01%	1108

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

AAM

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

United Capital Financial Advisors's CHY Position: Q1 2023 in Review

United Capital Financial Advisors sold out of Calamos Convertible and High Income Fund (CHY) in Q1 2023, closing a stake of 10,312 shares — an estimated $109K sold.

United Capital Financial Advisors first reported a position in CHY in Q4 2015 and held it in 5 quarters. The position peaked at $221K in Q4 2015. 117 funds tracked by Wall St. Rank hold CHY as of Q1 2023.

United Capital Financial Advisors reported no remaining Calamos Convertible and High Income Fund position as of Q1 2023 after selling out during the quarter.
United Capital Financial Advisors sold 10,312 Calamos Convertible and High Income Fund shares in Q1 2023, an estimated $109K.
United Capital Financial Advisors first reported a position in Calamos Convertible and High Income Fund in Q4 2015 and held it in 5 quarters.
United Capital Financial Advisors's Calamos Convertible and High Income Fund position peaked at $221K in Q4 2015.
117 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q1 2023.

Based on United Capital Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.