CPG
CPZ

Cornerstone Planning Group’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Cornerstone Planning Group’s Portfolio CPZ Stock Details CPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$2.35K Buy
+146
New +$2.27K ﹤0.01% 1145

Other funds holding CPZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Cornerstone Planning Group's CPZ Position: Q4 2022 in Review

Cornerstone Planning Group opened a new position in Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q4 2022: 146 shares worth $2.35K. The stake represents ﹤0.01% of the portfolio and ranks #1145 among its holdings.

56 funds tracked by Wall St. Rank hold CPZ as of Q4 2022.

  • Cornerstone Planning Group held 146 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $2.35K as of Q4 2022.
  • Calamos Long/Short Equity & Dynamic Income Trust was a new Cornerstone Planning Group position in Q4 2022.
  • Calamos Long/Short Equity & Dynamic Income Trust made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q4 2022, its #1145 holding.
  • 56 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q4 2022.

Based on Cornerstone Planning Group's 13F filing for Q4 2022, filed 14 Feb 2023.