WFG Advisors’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

WFG Advisors’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
2014 Q4	–	Sell	-510	Closed	-$7K	–	2091
2014 Q3	$7K	Hold	510	–	–	﹤0.01%	1573
2014 Q2	$7K	Sell	510 -214	-30%	-$2.94K	﹤0.01%	1568
2014 Q1	$10K	Hold	724	–	–	﹤0.01%	1456
2013 Q4	$10K	Hold	724	–	–	﹤0.01%	1565
2013 Q3	$9K	Hold	724	–	–	﹤0.01%	1550
2013 Q2	$9K	Buy	+724	New	+$9.2K	﹤0.01%	1480

Other funds holding CHI

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

MCC

Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

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

AWA

AmeriServ Wealth Advisors Johnstown, Pennsylvania $157M AUM 11.9% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

FAAM

First Allied Asset Management San Diego, California $712M AUM 9.35% 1-Year Est. Return

WFG Advisors's CHI Position: Q4 2014 in Review

WFG Advisors sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q4 2014, closing a stake of 510 shares — an estimated $7K sold.

WFG Advisors first reported a position in CHI in Q2 2013 and held it in 6 quarters. The position peaked at $10K in Q1 2014. 78 funds tracked by Wall St. Rank hold CHI as of Q4 2014.

WFG Advisors reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q4 2014 after selling out during the quarter.
WFG Advisors sold 510 Calamos Convertible Opportunities and Income Fund shares in Q4 2014, an estimated $7K.
WFG Advisors first reported a position in Calamos Convertible Opportunities and Income Fund in Q2 2013 and held it in 6 quarters.
WFG Advisors's Calamos Convertible Opportunities and Income Fund position peaked at $10K in Q1 2014.
78 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q4 2014.

Based on WFG Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.