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Core Wealth Advisors (Florida)’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Core Wealth Advisors (Florida)’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
Q1 		– Sell
-2,300
Closed -$36K – 183
2020
Q4 		$36K Buy
+2,300
New +$33.5K 0.03% 67

Other funds holding CSQ

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
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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Core Wealth Advisors (Florida)'s CSQ Position: Q1 2021 in Review

Core Wealth Advisors (Florida) sold out of Calamos Strategic Total Return Fund (CSQ) in Q1 2021, closing a stake of 2,300 shares — an estimated $36K sold.

Core Wealth Advisors (Florida) first reported a position in CSQ in Q4 2020 and held it in 1 quarter. The position peaked at $36K in Q4 2020. 149 funds tracked by Wall St. Rank hold CSQ as of Q1 2021.

  • Core Wealth Advisors (Florida) reported no remaining Calamos Strategic Total Return Fund position as of Q1 2021 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 2,300 Calamos Strategic Total Return Fund shares in Q1 2021, an estimated $36K.
  • Core Wealth Advisors (Florida) first reported a position in Calamos Strategic Total Return Fund in Q4 2020 and held it in 1 quarter.
  • Core Wealth Advisors (Florida)'s Calamos Strategic Total Return Fund position peaked at $36K in Q4 2020.
  • 149 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2021.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q1 2021, filed 4 May 2021.