Aurora Private Wealth’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Aurora Private Wealth’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
2020 Q2	–	Sell	-16,300	Closed	-$159K	–	183
2020 Q1	$159K	Buy	+16,300	New	+$205K	0.06%	219

Other funds holding CSQ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Aurora Private Wealth's CSQ Position: Q2 2020 in Review

Aurora Private Wealth sold out of Calamos Strategic Total Return Fund (CSQ) in Q2 2020, closing a stake of 16,300 shares — an estimated $159K sold.

Aurora Private Wealth first reported a position in CSQ in Q1 2020 and held it in 1 quarter. The position peaked at $159K in Q1 2020. 125 funds tracked by Wall St. Rank hold CSQ as of Q2 2020.

Aurora Private Wealth reported no remaining Calamos Strategic Total Return Fund position as of Q2 2020 after selling out during the quarter.
Aurora Private Wealth sold 16,300 Calamos Strategic Total Return Fund shares in Q2 2020, an estimated $159K.
Aurora Private Wealth first reported a position in Calamos Strategic Total Return Fund in Q1 2020 and held it in 1 quarter.
Aurora Private Wealth's Calamos Strategic Total Return Fund position peaked at $159K in Q1 2020.
125 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2020.

Based on Aurora Private Wealth's 13F filing for Q2 2020, filed 27 Jul 2020.