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Carmichael Hill & Associates’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Carmichael Hill & Associates’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
2022
Q4 		– Sell
-2,745
Closed -$34K – 800
2022
Q3 		$34K Buy
+2,745
New +$39.7K 0.02% 393

Other funds holding CSQ

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Carmichael Hill & Associates's CSQ Position: Q4 2022 in Review

Carmichael Hill & Associates sold out of Calamos Strategic Total Return Fund (CSQ) in Q4 2022, closing a stake of 2,745 shares — an estimated $34K sold.

Carmichael Hill & Associates first reported a position in CSQ in Q3 2022 and held it in 1 quarter. The position peaked at $34K in Q3 2022. 163 funds tracked by Wall St. Rank hold CSQ as of Q4 2022.

  • Carmichael Hill & Associates reported no remaining Calamos Strategic Total Return Fund position as of Q4 2022 after selling out during the quarter.
  • Carmichael Hill & Associates sold 2,745 Calamos Strategic Total Return Fund shares in Q4 2022, an estimated $34K.
  • Carmichael Hill & Associates first reported a position in Calamos Strategic Total Return Fund in Q3 2022 and held it in 1 quarter.
  • Carmichael Hill & Associates's Calamos Strategic Total Return Fund position peaked at $34K in Q3 2022.
  • 163 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q4 2022.

Based on Carmichael Hill & Associates's 13F filing for Q4 2022, filed 14 Feb 2023.