Ford Financial Group’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Ford Financial Group’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	-4,000	Closed	-$77K	–	196
2021 Q4	$77K	Buy	+4,000	New	+$75.3K	0.02%	186
2021 Q3	–	Sell	-4,000	Closed	-$72K	–	203
2021 Q2	$72K	Buy	+4,000	New	+$71.3K	0.03%	187
2018 Q1	–	Sell	-5,600	Closed	-$69K	–	122
2017 Q4	$69K	Buy	+5,600	New	+$68.4K	0.05%	80

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

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

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

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

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

Ford Financial Group's CSQ Position: Q1 2022 in Review

Ford Financial Group sold out of Calamos Strategic Total Return Fund (CSQ) in Q1 2022, closing a stake of 4,000 shares — an estimated $77K sold.

Ford Financial Group first reported a position in CSQ in Q4 2017 and held it in 3 quarters. The position peaked at $77K in Q4 2021. 159 funds tracked by Wall St. Rank hold CSQ as of Q1 2022.

Ford Financial Group reported no remaining Calamos Strategic Total Return Fund position as of Q1 2022 after selling out during the quarter.
Ford Financial Group sold 4,000 Calamos Strategic Total Return Fund shares in Q1 2022, an estimated $77K.
Ford Financial Group first reported a position in Calamos Strategic Total Return Fund in Q4 2017 and held it in 3 quarters.
Ford Financial Group's Calamos Strategic Total Return Fund position peaked at $77K in Q4 2021.
159 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.