C-J Advisory’s Calamos Strategic Total Return Fund CSQ Stock Holding History

C-J Advisory’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
2019 Q2	–	Sell	-2,400	Closed	-$30K	–	174
2019 Q1	$30K	Buy	+2,400	New	+$28.7K	0.02%	73

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

AAM

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

RJFSA

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

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

RJA

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

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

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

C-J Advisory's CSQ Position: Q2 2019 in Review

C-J Advisory sold out of Calamos Strategic Total Return Fund (CSQ) in Q2 2019, closing a stake of 2,400 shares — an estimated $30K sold.

C-J Advisory first reported a position in CSQ in Q1 2019 and held it in 1 quarter. The position peaked at $30K in Q1 2019. 126 funds tracked by Wall St. Rank hold CSQ as of Q2 2019.

C-J Advisory reported no remaining Calamos Strategic Total Return Fund position as of Q2 2019 after selling out during the quarter.
C-J Advisory sold 2,400 Calamos Strategic Total Return Fund shares in Q2 2019, an estimated $30K.
C-J Advisory first reported a position in Calamos Strategic Total Return Fund in Q1 2019 and held it in 1 quarter.
C-J Advisory's Calamos Strategic Total Return Fund position peaked at $30K in Q1 2019.
126 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2019.

Based on C-J Advisory's 13F filing for Q2 2019, filed 3 Jul 2019.