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Calamos Conv. Opptys. & Income Fund shares owned by Oak Point Wealth Management

Quarter-by-quarter ownership of Calamos Conv. Opptys. & Income Fund (CHI) shares owned by Oak Point Wealth Management from 13F filings

Historical chart of Oak Point Wealth Management investment in Calamos Conv. Opptys. & Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Calamos Conv. Opptys. & Income Fund held by Oak Point Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Calamos Conv. Opptys. & Income Fund by Oak Point Wealth Management

Quarter filed Position value Share count Share price at filing
2018-03-31 $10k 897 11.15
2017-12-31 $10k 897 11.15

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iShares Dow Jones EPAC Sel Div Ind (IDV)
Vanguard High Dividend Yield ETF (VYM)
Fs Investment Corporation
Nuveen Barclays Shrt Term Muni bdfund (SHM)
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Vaneck Vectors Amt-free Intermediate Municipal Index Etf etf

View all positions for Oak Point Wealth Management

Top funds holding Calamos Conv. Opptys. & Income Fund

Wells Fargo & Company
UBS Group
Morgan Stanley
Bank of America Corporation
D.A. Davidson & Co.
Guggenheim Capital, LLC Managers
Commonwealth Equity Services
LPL Financial
Ameriprise Financial
Baird Financial
Cohen & Steers Capital Management
Advisors Asset Management
Lindbrook Capital
H D Vest Advisory Services
Advisor Group Holdings

View all funds holding Calamos Conv. Opptys. & Income Fund