Winslow Evans & Crocker’s Calamos Convertible and High Income Fund CHY Stock Holding History

Winslow Evans & Crocker’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
2017 Q4	–	Sell	-400	Closed	-$4.76K	–	1132
2017 Q3	$4.76K	Hold	400	–	–	﹤0.01%	938
2017 Q2	$4.74K	Hold	400	–	–	﹤0.01%	1068
2017 Q1	$4.56K	Sell	400 -120	-23%	-$1.34K	﹤0.01%	1042
2016 Q4	$5.49K	Hold	520	–	–	﹤0.01%	1018
2016 Q3	$5.73K	Buy	520 +100	+24%	+$1.11K	﹤0.01%	1033
2016 Q2	$4.46K	Buy	420 +120	+40%	+$1.24K	﹤0.01%	1059
2016 Q1	$3.12K	Hold	300	–	–	﹤0.01%	1112
2015 Q4	$3.15K	Sell	300 -200	-40%	-$2.2K	﹤0.01%	1166
2015 Q3	$5.44K	Hold	500	–	–	﹤0.01%	1017
2015 Q2	$6.65K	Buy	+500	New	+$7.13K	﹤0.01%	1021

Other funds holding CHY

Morgan Stanley New York $1.66T AUM 25.57% 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

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

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

GIP

Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Winslow Evans & Crocker's CHY Position: Q4 2017 in Review

Winslow Evans & Crocker sold out of Calamos Convertible and High Income Fund (CHY) in Q4 2017, closing a stake of 400 shares — an estimated $4.76K sold.

Winslow Evans & Crocker first reported a position in CHY in Q2 2015 and held it in 10 quarters. The position peaked at $6.65K in Q2 2015. 80 funds tracked by Wall St. Rank hold CHY as of Q4 2017.

Winslow Evans & Crocker reported no remaining Calamos Convertible and High Income Fund position as of Q4 2017 after selling out during the quarter.
Winslow Evans & Crocker sold 400 Calamos Convertible and High Income Fund shares in Q4 2017, an estimated $4.76K.
Winslow Evans & Crocker first reported a position in Calamos Convertible and High Income Fund in Q2 2015 and held it in 10 quarters.
Winslow Evans & Crocker's Calamos Convertible and High Income Fund position peaked at $6.65K in Q2 2015.
80 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q4 2017.

Based on Winslow Evans & Crocker's 13F filing for Q4 2017, filed 19 Jan 2018.