WTC
CHY

WhitTier Trust Company’s Calamos Convertible and High Income Fund CHY Stock Holding History

WhitTier Trust Company’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
2026
Q1 		$15.3K Hold
1,358
– – ﹤0.01% 963
2025
Q4 		$15.8K Buy
+1,358
New +$15.6K ﹤0.01% 952
2025
Q3 		– Sell
-1,358
Closed -$14.9K – 1322
2025
Q2 		$14.9K Hold
1,358
– – ﹤0.01% 1068
2025
Q1 		$13.7K Hold
1,358
– – ﹤0.01% 1059
2024
Q4 		$16.5K Hold
1,358
– – ﹤0.01% 981
2024
Q3 		$16.2K Hold
1,358
– – ﹤0.01% 974
2024
Q2 		$15.2K Hold
1,358
– – ﹤0.01% 941
2024
Q1 		$16K Hold
1,358
– – ﹤0.01% 890
2023
Q4 		$15.6K Hold
1,358
– – ﹤0.01% 892
2023
Q3 		$15.2K Hold
1,358
– – ﹤0.01% 867
2023
Q2 		$15.3K Hold
1,358
– – ﹤0.01% 911
2023
Q1 		$14.8K Hold
1,358
– – ﹤0.01% 899
2022
Q4 		$14.3K Hold
1,358
– – ﹤0.01% 890
2022
Q3 		$14K Hold
1,358
– – ﹤0.01% 860
2022
Q2 		$15K Hold
1,358
– – ﹤0.01% 855
2022
Q1 		$19K Buy
+1,358
New +$19.4K ﹤0.01% 815
2020
Q4 		– Sell
-2,000
Closed -$23K – 973
2020
Q3 		$23K Buy
+2,000
New +$23.7K ﹤0.01% 718

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GC
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PWSG
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Cohen & Steers
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAM
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return