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Financial Planners of Cleveland’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Financial Planners of Cleveland’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
Q1 		– Sell
-83,487
Closed -$1.56M – 63
2021
Q4 		$1.56M Buy
+83,487
New +$1.57M 0.63% 17

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
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
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Planners of Cleveland's CSQ Position: Q1 2022 in Review

Financial Planners of Cleveland sold out of Calamos Strategic Total Return Fund (CSQ) in Q1 2022, closing a stake of 83,487 shares — an estimated $1.56M sold.

Financial Planners of Cleveland first reported a position in CSQ in Q4 2021 and held it in 1 quarter. The position peaked at $1.56M in Q4 2021. 159 funds tracked by Wall St. Rank hold CSQ as of Q1 2022.

  • Financial Planners of Cleveland reported no remaining Calamos Strategic Total Return Fund position as of Q1 2022 after selling out during the quarter.
  • Financial Planners of Cleveland sold 83,487 Calamos Strategic Total Return Fund shares in Q1 2022, an estimated $1.56M.
  • Financial Planners of Cleveland first reported a position in Calamos Strategic Total Return Fund in Q4 2021 and held it in 1 quarter.
  • Financial Planners of Cleveland's Calamos Strategic Total Return Fund position peaked at $1.56M in Q4 2021.
  • 159 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2022.

Based on Financial Planners of Cleveland's 13F filing for Q1 2022, filed 14 Apr 2022.