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Comprehensive Financial Consultants Institutional’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Comprehensive Financial Consultants Institutional’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
Q1 		– Sell
-3
Closed – – 209
2021
Q4 		$0 Buy
+3
New +$57 ﹤0.01% 483

Other funds holding CSQ

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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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's CSQ Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Calamos Strategic Total Return Fund (CSQ) in Q1 2022, closing a stake of 3 shares.

Comprehensive Financial Consultants Institutional first reported a position in CSQ in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 159 funds tracked by Wall St. Rank hold CSQ as of Q1 2022.

  • Comprehensive Financial Consultants Institutional reported no remaining Calamos Strategic Total Return Fund position as of Q1 2022 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 3 Calamos Strategic Total Return Fund shares in Q1 2022.
  • Comprehensive Financial Consultants Institutional first reported a position in Calamos Strategic Total Return Fund in Q4 2021 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's Calamos Strategic Total Return Fund position peaked at $0 in Q4 2021.
  • 159 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.