WA
CHY

WFG Advisors’s Calamos Convertible and High Income Fund CHY Stock Holding History

WFG Advisors’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
2017
Q2 		$1K Hold
100
– – ﹤0.01% 1470
2017
Q1 		$1K Sell
100
-1,000
-91% -$11.1K ﹤0.01% 1391
2016
Q4 		$12K Buy
1,100
+100
+10% +$1.05K ﹤0.01% 1055
2016
Q3 		$11K Hold
1,000
– – ﹤0.01% 1091
2016
Q2 		$11K Buy
+1,000
New +$10.3K ﹤0.01% 1066
2015
Q4 		– Sell
-26
Closed – – 1580
2015
Q3 		$0 Sell
26
-323
-93% -$3.85K ﹤0.01% 1621
2015
Q2 		$5K Buy
349
+7
+2% +$100 ﹤0.01% 1338
2015
Q1 		$5K Sell
342
-1,418
-81% -$20.2K ﹤0.01% 1353
2014
Q4 		$24K Buy
1,760
+7
+0.4% +$99 ﹤0.01% 1153
2014
Q3 		$25K Sell
1,753
-4,859
-73% -$70.6K ﹤0.01% 1188
2014
Q2 		$98K Buy
6,612
+35
+0.5% +$499 0.02% 668
2014
Q1 		$89K Sell
6,577
-1,994
-23% -$26.7K 0.02% 679
2013
Q4 		$111K Buy
8,571
+1,313
+18% +$16.8K 0.02% 704
2013
Q3 		$91K Sell
7,258
-2,072
-22% -$25.6K 0.01% 727
2013
Q2 		$116K Buy
+9,330
New +$119K 0.02% 610

Other funds holding CHY

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
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return

WFG Advisors's CHY Position: Q2 2017 in Review

WFG Advisors held its Calamos Convertible and High Income Fund (CHY) position steady in Q2 2017 at 100 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1470.

WFG Advisors first reported a position in CHY in Q2 2013 and has held it in 15 quarters since. The position peaked at $116K in Q2 2013. 82 funds tracked by Wall St. Rank hold CHY as of Q2 2017.

  • WFG Advisors held 100 shares of Calamos Convertible and High Income Fund worth $1K as of Q2 2017.
  • WFG Advisors left its Calamos Convertible and High Income Fund share count unchanged in Q2 2017.
  • Calamos Convertible and High Income Fund made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1470 holding.
  • WFG Advisors first reported a position in Calamos Convertible and High Income Fund in Q2 2013 and has held it in 15 quarters since.
  • WFG Advisors's Calamos Convertible and High Income Fund position peaked at $116K in Q2 2013.
  • 82 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.