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

Brendel Financial Advisors’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 		– Sell
-81
Closed -$1K – 111
2021
Q2 		$1K Buy
+81
New +$1.44K ﹤0.01% 260

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
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

Brendel Financial Advisors's CSQ Position: Q3 2021 in Review

Brendel Financial Advisors sold out of Calamos Strategic Total Return Fund (CSQ) in Q3 2021, closing a stake of 81 shares — an estimated $1K sold.

Brendel Financial Advisors first reported a position in CSQ in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 143 funds tracked by Wall St. Rank hold CSQ as of Q3 2021.

  • Brendel Financial Advisors reported no remaining Calamos Strategic Total Return Fund position as of Q3 2021 after selling out during the quarter.
  • Brendel Financial Advisors sold 81 Calamos Strategic Total Return Fund shares in Q3 2021, an estimated $1K.
  • Brendel Financial Advisors first reported a position in Calamos Strategic Total Return Fund in Q2 2021 and held it in 1 quarter.
  • Brendel Financial Advisors's Calamos Strategic Total Return Fund position peaked at $1K in Q2 2021.
  • 143 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q3 2021.

Based on Brendel Financial Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.