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CHI

WhitTier Trust Company’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

WhitTier Trust Company’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
2022
Q2 		– Sell
-3,217
Closed -$42K – 1129
2022
Q1 		$42K Buy
+3,217
New +$43.3K ﹤0.01% 694

Other funds holding CHI

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
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
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WhitTier Trust Company's CHI Position: Q2 2022 in Review

WhitTier Trust Company sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q2 2022, closing a stake of 3,217 shares — an estimated $42K sold.

WhitTier Trust Company first reported a position in CHI in Q1 2022 and held it in 1 quarter. The position peaked at $42K in Q1 2022. 110 funds tracked by Wall St. Rank hold CHI as of Q2 2022.

  • WhitTier Trust Company reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q2 2022 after selling out during the quarter.
  • WhitTier Trust Company sold 3,217 Calamos Convertible Opportunities and Income Fund shares in Q2 2022, an estimated $42K.
  • WhitTier Trust Company first reported a position in Calamos Convertible Opportunities and Income Fund in Q1 2022 and held it in 1 quarter.
  • WhitTier Trust Company's Calamos Convertible Opportunities and Income Fund position peaked at $42K in Q1 2022.
  • 110 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2022.

Based on WhitTier Trust Company's 13F filing for Q2 2022, filed 28 Jul 2022.