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First Foundation Advisors’s Calamos Strategic Total Return Fund CSQ Stock Holding History

First Foundation 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
2013
Q3 		– Sell
-17,116
Closed -$174K – 171
2013
Q2 		$174K Buy
+17,116
New +$180K 0.03% 129

Other funds holding CSQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PWM
ParenteBeard Wealth Management York, Pennsylvania $8.45M AUM 4.83% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

First Foundation Advisors's CSQ Position: Q3 2013 in Review

First Foundation Advisors sold out of Calamos Strategic Total Return Fund (CSQ) in Q3 2013, closing a stake of 17,116 shares — an estimated $174K sold.

First Foundation Advisors first reported a position in CSQ in Q2 2013 and held it in 1 quarter. The position peaked at $174K in Q2 2013. 78 funds tracked by Wall St. Rank hold CSQ as of Q3 2013.

  • First Foundation Advisors reported no remaining Calamos Strategic Total Return Fund position as of Q3 2013 after selling out during the quarter.
  • First Foundation Advisors sold 17,116 Calamos Strategic Total Return Fund shares in Q3 2013, an estimated $174K.
  • First Foundation Advisors first reported a position in Calamos Strategic Total Return Fund in Q2 2013 and held it in 1 quarter.
  • First Foundation Advisors's Calamos Strategic Total Return Fund position peaked at $174K in Q2 2013.
  • 78 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q3 2013.

Based on First Foundation Advisors's 13F filing for Q3 2013, filed 15 Nov 2013.