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Freedom Investment Management’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Freedom Investment Management’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 		– Sell
-10,332
Closed -$139K – 787
2018
Q3 		$139K Buy
+10,332
New +$136K 0.01% 876

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Freedom Investment Management's CSQ Position: Q4 2018 in Review

Freedom Investment Management sold out of Calamos Strategic Total Return Fund (CSQ) in Q4 2018, closing a stake of 10,332 shares — an estimated $139K sold.

Freedom Investment Management first reported a position in CSQ in Q3 2018 and held it in 1 quarter. The position peaked at $139K in Q3 2018. 130 funds tracked by Wall St. Rank hold CSQ as of Q4 2018.

  • Freedom Investment Management reported no remaining Calamos Strategic Total Return Fund position as of Q4 2018 after selling out during the quarter.
  • Freedom Investment Management sold 10,332 Calamos Strategic Total Return Fund shares in Q4 2018, an estimated $139K.
  • Freedom Investment Management first reported a position in Calamos Strategic Total Return Fund in Q3 2018 and held it in 1 quarter.
  • Freedom Investment Management's Calamos Strategic Total Return Fund position peaked at $139K in Q3 2018.
  • 130 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q4 2018.

Based on Freedom Investment Management's 13F filing for Q4 2018, filed 25 Jan 2019.