BF
CSQ icon

BOK Financial’s Calamos Strategic Total Return Fund CSQ Stock Holding History

BOK Financial’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
2018
Q1 		– Sell
-13,820
Closed -$167K – 916
2017
Q4 		$167K Buy
+13,820
New +$169K ﹤0.01% 881

Other funds holding CSQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

BOK Financial's CSQ Position: Q1 2018 in Review

BOK Financial sold out of Calamos Strategic Total Return Fund (CSQ) in Q1 2018, closing a stake of 13,820 shares — an estimated $167K sold.

BOK Financial first reported a position in CSQ in Q4 2017 and held it in 1 quarter. The position peaked at $167K in Q4 2017. 121 funds tracked by Wall St. Rank hold CSQ as of Q1 2018.

  • BOK Financial reported no remaining Calamos Strategic Total Return Fund position as of Q1 2018 after selling out during the quarter.
  • BOK Financial sold 13,820 Calamos Strategic Total Return Fund shares in Q1 2018, an estimated $167K.
  • BOK Financial first reported a position in Calamos Strategic Total Return Fund in Q4 2017 and held it in 1 quarter.
  • BOK Financial's Calamos Strategic Total Return Fund position peaked at $167K in Q4 2017.
  • 121 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2018.

Based on BOK Financial's 13F filing for Q1 2018, filed 14 May 2018.