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Ameritas Investment Company’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Ameritas Investment Company’s Portfolio CSQ Stock Details CSQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$203K Buy
+11,430
New +$210K 0.01% 677
2020
Q2 		– Sell
-2,450
Closed -$24K – 553
2020
Q1 		$24K Sell
2,450
-4,532
-65% -$56.9K ﹤0.01% 944
2019
Q4 		$95K Hold
6,982
– – 0.02% 472
2019
Q3 		$89K Buy
+6,982
New +$89.3K 0.02% 511

Other funds holding CSQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Ameritas Investment Company's CSQ Position: Q3 2021 in Review

Ameritas Investment Company opened a new position in Calamos Strategic Total Return Fund (CSQ) in Q3 2021: 11,430 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #677 among its holdings. This is a return to the name: Ameritas Investment Company previously reported a position in CSQ as recently as Q1 2020.

Ameritas Investment Company first reported a position in CSQ in Q3 2019 and has held it in 4 quarters since. 143 funds tracked by Wall St. Rank hold CSQ as of Q3 2021.

  • Ameritas Investment Company held 11,430 shares of Calamos Strategic Total Return Fund worth $203K as of Q3 2021.
  • Calamos Strategic Total Return Fund was a new Ameritas Investment Company position in Q3 2021.
  • Calamos Strategic Total Return Fund made up 0.01% of Ameritas Investment Company's portfolio in Q3 2021, its #677 holding.
  • Ameritas Investment Company first reported a position in Calamos Strategic Total Return Fund in Q3 2019 and has held it in 4 quarters since.
  • 143 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.