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Disciplined Investments’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-309
Closed -$4K – 1301
2022
Q2 		$4K Hold
309
– – ﹤0.01% 473
2022
Q1 		$5K Buy
+309
New +$5.35K ﹤0.01% 453

Other funds holding CSQ

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $1.13B AUM 38.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Disciplined Investments's CSQ Position: Q3 2022 in Review

Disciplined Investments sold out of Calamos Strategic Total Return Fund (CSQ) in Q3 2022, closing a stake of 309 shares — an estimated $4K sold.

Disciplined Investments first reported a position in CSQ in Q1 2022 and held it in 2 quarters. The position peaked at $5K in Q1 2022. 156 funds tracked by Wall St. Rank hold CSQ as of Q3 2022.

  • Disciplined Investments reported no remaining Calamos Strategic Total Return Fund position as of Q3 2022 after selling out during the quarter.
  • Disciplined Investments sold 309 Calamos Strategic Total Return Fund shares in Q3 2022, an estimated $4K.
  • Disciplined Investments first reported a position in Calamos Strategic Total Return Fund in Q1 2022 and held it in 2 quarters.
  • Disciplined Investments's Calamos Strategic Total Return Fund position peaked at $5K in Q1 2022.
  • 156 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q3 2022.

Based on Disciplined Investments's 13F filing for Q3 2022, filed 3 Nov 2022.