WP
CHY

WealthPLAN Partners’s Calamos Convertible and High Income Fund CHY Stock Holding History

WealthPLAN Partners’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
2016
Q3 		$11.1K Hold
1,000
– – ﹤0.01% 589
2016
Q2 		$10.6K Buy
+1,000
New +$10.3K ﹤0.01% 1709

Other funds holding CHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

WealthPLAN Partners's CHY Position: Q3 2016 in Review

WealthPLAN Partners held its Calamos Convertible and High Income Fund (CHY) position steady in Q3 2016 at 1,000 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

WealthPLAN Partners first reported a position in CHY in Q2 2016 and has held it in 2 quarters since. 89 funds tracked by Wall St. Rank hold CHY as of Q3 2016.

  • WealthPLAN Partners held 1,000 shares of Calamos Convertible and High Income Fund worth $11.1K as of Q3 2016.
  • WealthPLAN Partners left its Calamos Convertible and High Income Fund share count unchanged in Q3 2016.
  • Calamos Convertible and High Income Fund made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #589 holding.
  • WealthPLAN Partners first reported a position in Calamos Convertible and High Income Fund in Q2 2016 and has held it in 2 quarters since.
  • 89 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.