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FinTrust Capital Advisors’s Calamos Strategic Total Return Fund CSQ Stock Holding History

FinTrust Capital Advisors’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
2021
Q2 		– Sell
-333
Closed -$6K – 1175
2021
Q1 		$6K Buy
+333
New +$5.47K ﹤0.01% 986

Other funds holding CSQ

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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
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
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

FinTrust Capital Advisors's CSQ Position: Q2 2021 in Review

FinTrust Capital Advisors sold out of Calamos Strategic Total Return Fund (CSQ) in Q2 2021, closing a stake of 333 shares — an estimated $6K sold.

FinTrust Capital Advisors first reported a position in CSQ in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 148 funds tracked by Wall St. Rank hold CSQ as of Q2 2021.

  • FinTrust Capital Advisors reported no remaining Calamos Strategic Total Return Fund position as of Q2 2021 after selling out during the quarter.
  • FinTrust Capital Advisors sold 333 Calamos Strategic Total Return Fund shares in Q2 2021, an estimated $6K.
  • FinTrust Capital Advisors first reported a position in Calamos Strategic Total Return Fund in Q1 2021 and held it in 1 quarter.
  • FinTrust Capital Advisors's Calamos Strategic Total Return Fund position peaked at $6K in Q1 2021.
  • 148 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2021.

Based on FinTrust Capital Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.