Wealthcare Advisory Partners’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-300	Closed	-$4K	–	772
2021 Q1	$4K	Buy	+300	New	+$4.25K	﹤0.01%	1691
2020 Q2	–	Sell	-302	Closed	-$3K	–	478
2020 Q1	$3K	Sell	302 -272	-47%	-$2.79K	﹤0.01%	1214
2019 Q4	$6K	Hold	574	–	–	﹤0.01%	1057
2019 Q3	$6K	Sell	574 -372	-39%	-$3.92K	﹤0.01%	1023
2019 Q2	$10K	Buy	946 +646	+215%	+$6.71K	﹤0.01%	897
2019 Q1	$3K	Hold	300	–	–	﹤0.01%	1031
2018 Q4	$3K	Hold	300	–	–	﹤0.01%	1014
2018 Q3	$4K	Hold	300	–	–	﹤0.01%	1019
2018 Q2	$4K	Hold	300	–	–	﹤0.01%	1011
2018 Q1	$3K	Hold	300	–	–	﹤0.01%	901
2017 Q4	$3K	Hold	300	–	–	﹤0.01%	862
2017 Q3	$3K	Buy	+300	New	+$3.41K	﹤0.01%	714

Other funds holding CHI

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

Wealthcare Advisory Partners's CHI Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q2 2021, closing a stake of 300 shares — an estimated $4K sold.

Wealthcare Advisory Partners first reported a position in CHI in Q3 2017 and held it in 12 quarters. The position peaked at $10K in Q2 2019. 107 funds tracked by Wall St. Rank hold CHI as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 300 Calamos Convertible Opportunities and Income Fund shares in Q2 2021, an estimated $4K.
Wealthcare Advisory Partners first reported a position in Calamos Convertible Opportunities and Income Fund in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's Calamos Convertible Opportunities and Income Fund position peaked at $10K in Q2 2019.
107 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.