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Archford Capital Strategies’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Archford Capital Strategies’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
2016
Q1 		– Sell
-4,132
Closed -$48K – 267
2015
Q4 		$48K Buy
+4,132
New +$41K 0.02% 267

Other funds holding CSQ

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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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Archford Capital Strategies's CSQ Position: Q1 2016 in Review

Archford Capital Strategies sold out of Calamos Strategic Total Return Fund (CSQ) in Q1 2016, closing a stake of 4,132 shares — an estimated $48K sold.

Archford Capital Strategies first reported a position in CSQ in Q4 2015 and held it in 1 quarter. The position peaked at $48K in Q4 2015. 113 funds tracked by Wall St. Rank hold CSQ as of Q1 2016.

  • Archford Capital Strategies reported no remaining Calamos Strategic Total Return Fund position as of Q1 2016 after selling out during the quarter.
  • Archford Capital Strategies sold 4,132 Calamos Strategic Total Return Fund shares in Q1 2016, an estimated $48K.
  • Archford Capital Strategies first reported a position in Calamos Strategic Total Return Fund in Q4 2015 and held it in 1 quarter.
  • Archford Capital Strategies's Calamos Strategic Total Return Fund position peaked at $48K in Q4 2015.
  • 113 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2016.

Based on Archford Capital Strategies's 13F filing for Q1 2016, filed 10 May 2016.