WAS
CHY

Winch Advisory Services’s Calamos Convertible and High Income Fund CHY Stock Holding History

Winch Advisory Services’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
Q1 		– Sell
-688
Closed -$7K – 244
2015
Q4 		$7K Buy
+688
New +$7.58K 0.01% 149

Other funds holding CHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NMC
Nine Masts Capital Central, Hong Kong $995M AUM 22.79% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

Winch Advisory Services's CHY Position: Q1 2016 in Review

Winch Advisory Services sold out of Calamos Convertible and High Income Fund (CHY) in Q1 2016, closing a stake of 688 shares — an estimated $7K sold.

Winch Advisory Services first reported a position in CHY in Q4 2015 and held it in 1 quarter. The position peaked at $7K in Q4 2015. 94 funds tracked by Wall St. Rank hold CHY as of Q1 2016.

  • Winch Advisory Services reported no remaining Calamos Convertible and High Income Fund position as of Q1 2016 after selling out during the quarter.
  • Winch Advisory Services sold 688 Calamos Convertible and High Income Fund shares in Q1 2016, an estimated $7K.
  • Winch Advisory Services first reported a position in Calamos Convertible and High Income Fund in Q4 2015 and held it in 1 quarter.
  • Winch Advisory Services's Calamos Convertible and High Income Fund position peaked at $7K in Q4 2015.
  • 94 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q1 2016.

Based on Winch Advisory Services's 13F filing for Q1 2016, filed 12 May 2016.