VBFG
CHY

Vishria Bird Financial Group’s Calamos Convertible and High Income Fund CHY Stock Holding History

Vishria Bird Financial Group’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
2019
Q1 		– Sell
-41,104
Closed -$386K – 52
2018
Q4 		$386K Buy
41,104
+29,576
+257% +$315K 0.43% 30
2018
Q3 		$153K Hold
11,528
– – 0.13% 49
2018
Q2 		$147K Buy
+11,528
New +$141K 0.14% 48

Other funds holding CHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Vishria Bird Financial Group sold out of Calamos Convertible and High Income Fund (CHY) in Q1 2019, closing a stake of 41,104 shares — an estimated $386K sold.

Vishria Bird Financial Group first reported a position in CHY in Q2 2018 and held it in 3 quarters. The position peaked at $386K in Q4 2018. 88 funds tracked by Wall St. Rank hold CHY as of Q1 2019.

  • Vishria Bird Financial Group reported no remaining Calamos Convertible and High Income Fund position as of Q1 2019 after selling out during the quarter.
  • Vishria Bird Financial Group sold 41,104 Calamos Convertible and High Income Fund shares in Q1 2019, an estimated $386K.
  • Vishria Bird Financial Group first reported a position in Calamos Convertible and High Income Fund in Q2 2018 and held it in 3 quarters.
  • Vishria Bird Financial Group's Calamos Convertible and High Income Fund position peaked at $386K in Q4 2018.
  • 88 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q1 2019.

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