VBFG
CHI

Vishria Bird Financial Group’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Vishria Bird Financial Group’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
2019
Q1 		– Sell
-733,673
Closed -$6.5M – 51
2018
Q4 		$6.5M Sell
733,673
-25,845
-3% -$257K 7.19% 3
2018
Q3 		$9.14M Buy
759,518
+1,855
+0.2% +$22.8K 7.84% 1
2018
Q2 		$8.93M Buy
+757,663
New +$8.72M 8.29% 2

Other funds holding CHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RCA
Reitz Capital Advisors Freeland, Michigan $55.6M AUM 12.74% 1-Year Est. Return

Vishria Bird Financial Group's CHI Position: Q1 2019 in Review

Vishria Bird Financial Group sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q1 2019, closing a stake of 733,673 shares — an estimated $6.5M sold.

Vishria Bird Financial Group first reported a position in CHI in Q2 2018 and held it in 3 quarters. The position peaked at $9.14M in Q3 2018. 99 funds tracked by Wall St. Rank hold CHI as of Q1 2019.

  • Vishria Bird Financial Group reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q1 2019 after selling out during the quarter.
  • Vishria Bird Financial Group sold 733,673 Calamos Convertible Opportunities and Income Fund shares in Q1 2019, an estimated $6.5M.
  • Vishria Bird Financial Group first reported a position in Calamos Convertible Opportunities and Income Fund in Q2 2018 and held it in 3 quarters.
  • Vishria Bird Financial Group's Calamos Convertible Opportunities and Income Fund position peaked at $9.14M in Q3 2018.
  • 99 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q1 2019.

Based on Vishria Bird Financial Group's 13F filing for Q1 2019, filed 5 Apr 2019.