Winslow Evans & Crocker’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Winslow Evans & Crocker’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
2019 Q2	–	Sell	-6	Closed	-$2K	–	1172
2019 Q1	$2K	Hold	6	–	–	﹤0.01%	1119
2018 Q4	$2K	Hold	6	–	–	﹤0.01%	1005
2018 Q3	$2K	Hold	6	–	–	﹤0.01%	1020
2018 Q2	$2K	Hold	6	–	–	﹤0.01%	1026
2018 Q1	$68	Hold	6	–	–	﹤0.01%	1118
2017 Q4	$68	Hold	6	–	–	﹤0.01%	1115
2017 Q3	$70	Hold	6	–	–	﹤0.01%	1106
2017 Q2	$68	Hold	6	–	–	﹤0.01%	1257
2017 Q1	$66	Hold	6	–	–	﹤0.01%	1229
2016 Q4	$62	Hold	6	–	–	﹤0.01%	1239
2016 Q3	$62	Hold	6	–	–	﹤0.01%	1282
2016 Q2	$60	Hold	6	–	–	﹤0.01%	1272
2016 Q1	$57	Hold	6	–	–	﹤0.01%	1275
2015 Q4	$60	Hold	6	–	–	﹤0.01%	1356
2015 Q3	$60	Hold	6	–	–	﹤0.01%	1283
2015 Q2	$74	Hold	6	–	–	﹤0.01%	1291
2015 Q1	$78	Hold	6	–	–	﹤0.01%	1260
2014 Q4	$78	Hold	6	–	–	﹤0.01%	1280
2014 Q3	$82	Hold	6	–	–	﹤0.01%	1368
2014 Q2	$84	Hold	6	–	–	﹤0.01%	1283
2014 Q1	$83	Hold	6	–	–	﹤0.01%	1270
2013 Q4	$0	Buy	+6	New	+$78	﹤0.01%	1390

Other funds holding CHI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Winslow Evans & Crocker's CHI Position: Q2 2019 in Review

Winslow Evans & Crocker sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q2 2019, closing a stake of 6 shares — an estimated $2K sold.

Winslow Evans & Crocker first reported a position in CHI in Q4 2013 and held it in 22 quarters. The position peaked at $2K in Q1 2019. 87 funds tracked by Wall St. Rank hold CHI as of Q2 2019.

Winslow Evans & Crocker reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q2 2019 after selling out during the quarter.
Winslow Evans & Crocker sold 6 Calamos Convertible Opportunities and Income Fund shares in Q2 2019, an estimated $2K.
Winslow Evans & Crocker first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2013 and held it in 22 quarters.
Winslow Evans & Crocker's Calamos Convertible Opportunities and Income Fund position peaked at $2K in Q1 2019.
87 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2019.

Based on Winslow Evans & Crocker's 13F filing for Q2 2019, filed 19 Jul 2019.