WCM
CHY

Winebrenner Capital Management’s Calamos Convertible and High Income Fund CHY Stock Holding History

Winebrenner Capital Management’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
2025
Q3 		– Sell
-30,000
Closed -$330K – 139
2025
Q2 		$330K Hold
30,000
– – 0.27% 95
2025
Q1 		$303K Hold
30,000
– – 0.27% 95
2024
Q4 		$364K Buy
+30,000
New +$364K 0.28% 89

Other funds holding CHY

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Winebrenner Capital Management's CHY Position: Q3 2025 in Review

Winebrenner Capital Management sold out of Calamos Convertible and High Income Fund (CHY) in Q3 2025, closing a stake of 30,000 shares — an estimated $330K sold.

Winebrenner Capital Management first reported a position in CHY in Q4 2024 and held it in 3 quarters. The position peaked at $364K in Q4 2024. 133 funds tracked by Wall St. Rank hold CHY as of Q3 2025.

  • Winebrenner Capital Management reported no remaining Calamos Convertible and High Income Fund position as of Q3 2025 after selling out during the quarter.
  • Winebrenner Capital Management sold 30,000 Calamos Convertible and High Income Fund shares in Q3 2025, an estimated $330K.
  • Winebrenner Capital Management first reported a position in Calamos Convertible and High Income Fund in Q4 2024 and held it in 3 quarters.
  • Winebrenner Capital Management's Calamos Convertible and High Income Fund position peaked at $364K in Q4 2024.
  • 133 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q3 2025.

Based on Winebrenner Capital Management's 13F filing for Q3 2025, filed 31 Oct 2025.