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Daniel L. Goodwin’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Daniel L. Goodwin’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
2023
Q3 		$293K Buy
20,825
+5,325
+34% +$78.4K 0.14% 67
2023
Q2 		$229K Buy
+15,500
New +$216K 0.11% 77

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Daniel L. Goodwin's CSQ Position: Q3 2023 in Review

Daniel L. Goodwin increased its Calamos Strategic Total Return Fund (CSQ) stake by 34% in Q3 2023, buying an estimated $78.4K and bringing the position to 20,825 shares worth $293K. The position accounts for 0.14% of the portfolio, ranked #67.

Daniel L. Goodwin first reported a position in CSQ in Q2 2023 and has held it in 2 quarters since. 167 funds tracked by Wall St. Rank hold CSQ as of Q3 2023.

  • Daniel L. Goodwin held 20,825 shares of Calamos Strategic Total Return Fund worth $293K as of Q3 2023.
  • Daniel L. Goodwin bought 5,325 Calamos Strategic Total Return Fund shares in Q3 2023, an estimated $78.4K.
  • Calamos Strategic Total Return Fund made up 0.14% of Daniel L. Goodwin's portfolio in Q3 2023, its #67 holding.
  • Daniel L. Goodwin first reported a position in Calamos Strategic Total Return Fund in Q2 2023 and has held it in 2 quarters since.
  • 167 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q3 2023.

Based on Daniel L. Goodwin's 13F filing for Q3 2023, filed 24 Oct 2023.