EWM
CPZ

EPG Wealth Management’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

EPG Wealth Management’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
2020
Q2 		– Sell
-11,130
Closed -$161K – 256
2020
Q1 		$161K Buy
11,130
+5,880
+112% +$103K 0.12% 139
2019
Q4 		$103K Buy
+5,250
New +$104K 0.08% 151

Other funds holding CPZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 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

EPG Wealth Management's CPZ Position: Q2 2020 in Review

EPG Wealth Management sold out of Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q2 2020, closing a stake of 11,130 shares — an estimated $161K sold.

EPG Wealth Management first reported a position in CPZ in Q4 2019 and held it in 2 quarters. The position peaked at $161K in Q1 2020. 21 funds tracked by Wall St. Rank hold CPZ as of Q2 2020.

  • EPG Wealth Management reported no remaining Calamos Long/Short Equity & Dynamic Income Trust position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 11,130 Calamos Long/Short Equity & Dynamic Income Trust shares in Q2 2020, an estimated $161K.
  • EPG Wealth Management first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $161K in Q1 2020.
  • 21 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.