Fusion Family Wealth’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Fusion Family Wealth’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
2017 Q4	–	Sell	-600	Closed	-$7K	–	292
2017 Q3	$7K	Buy	+600	New	+$7.11K	﹤0.01%	165

Other funds holding CSQ

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fusion Family Wealth's CSQ Position: Q4 2017 in Review

Fusion Family Wealth sold out of Calamos Strategic Total Return Fund (CSQ) in Q4 2017, closing a stake of 600 shares — an estimated $7K sold.

Fusion Family Wealth first reported a position in CSQ in Q3 2017 and held it in 1 quarter. The position peaked at $7K in Q3 2017. 124 funds tracked by Wall St. Rank hold CSQ as of Q4 2017.

Fusion Family Wealth reported no remaining Calamos Strategic Total Return Fund position as of Q4 2017 after selling out during the quarter.
Fusion Family Wealth sold 600 Calamos Strategic Total Return Fund shares in Q4 2017, an estimated $7K.
Fusion Family Wealth first reported a position in Calamos Strategic Total Return Fund in Q3 2017 and held it in 1 quarter.
Fusion Family Wealth's Calamos Strategic Total Return Fund position peaked at $7K in Q3 2017.
124 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q4 2017.

Based on Fusion Family Wealth's 13F filing for Q4 2017, filed 6 Feb 2018.