Financial Gravity Companies’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Financial Gravity Companies’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
2018 Q4	$1K	Buy	+71	New	+$834	﹤0.01%	1054
2018 Q1	$4K	Buy	335 +149	+80%	+$1.82K	﹤0.01%	771
2017 Q4	$2K	Buy	+186	New	+$2.27K	﹤0.01%	908

Other funds holding CSQ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Financial Gravity Companies's CSQ Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Calamos Strategic Total Return Fund (CSQ) in Q4 2018: 71 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1054 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in CSQ as recently as Q1 2018.

Financial Gravity Companies first reported a position in CSQ in Q4 2017 and has held it in 3 quarters since. The position peaked at $4K in Q1 2018. 130 funds tracked by Wall St. Rank hold CSQ as of Q4 2018.

Financial Gravity Companies held 71 shares of Calamos Strategic Total Return Fund worth $1K as of Q4 2018.
Calamos Strategic Total Return Fund was a new Financial Gravity Companies position in Q4 2018.
Calamos Strategic Total Return Fund made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1054 holding.
Financial Gravity Companies first reported a position in Calamos Strategic Total Return Fund in Q4 2017 and has held it in 3 quarters since.
Financial Gravity Companies's Calamos Strategic Total Return Fund position peaked at $4K in Q1 2018.
130 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.