BCM
CPZ

Birch Capital Management’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Birch Capital Management’s Portfolio CPZ Stock Details CPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-2,799
Closed -$41K – 86
2020
Q3 		$41K Buy
2,799
+59
+2% +$909 0.04% 73
2020
Q2 		$42K Buy
+2,740
New +$41.6K 0.04% 73

Other funds holding CPZ

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Birch Capital Management's CPZ Position: Q4 2020 in Review

Birch Capital Management sold out of Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q4 2020, closing a stake of 2,799 shares — an estimated $41K sold.

Birch Capital Management first reported a position in CPZ in Q2 2020 and held it in 2 quarters. The position peaked at $42K in Q2 2020. 32 funds tracked by Wall St. Rank hold CPZ as of Q4 2020.

  • Birch Capital Management reported no remaining Calamos Long/Short Equity & Dynamic Income Trust position as of Q4 2020 after selling out during the quarter.
  • Birch Capital Management sold 2,799 Calamos Long/Short Equity & Dynamic Income Trust shares in Q4 2020, an estimated $41K.
  • Birch Capital Management first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q2 2020 and held it in 2 quarters.
  • Birch Capital Management's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $42K in Q2 2020.
  • 32 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q4 2020.

Based on Birch Capital Management's 13F filing for Q4 2020, filed 2 Feb 2021.