GRP
CPZ

Global Retirement Partners’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Global Retirement Partners’s Portfolio CPZ Stock Details CPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-800
Closed -$12.2K – 3531
2024
Q2 		$12.2K Buy
+800
New +$12.3K ﹤0.01% 2224

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SIA
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RCM
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UBS Group
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AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
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PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Global Retirement Partners's CPZ Position: Q3 2024 in Review

Global Retirement Partners sold out of Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q3 2024, closing a stake of 800 shares — an estimated $12.2K sold.

Global Retirement Partners first reported a position in CPZ in Q2 2024 and held it in 1 quarter. The position peaked at $12.2K in Q2 2024. 47 funds tracked by Wall St. Rank hold CPZ as of Q3 2024.

  • Global Retirement Partners reported no remaining Calamos Long/Short Equity & Dynamic Income Trust position as of Q3 2024 after selling out during the quarter.
  • Global Retirement Partners sold 800 Calamos Long/Short Equity & Dynamic Income Trust shares in Q3 2024, an estimated $12.2K.
  • Global Retirement Partners first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q2 2024 and held it in 1 quarter.
  • Global Retirement Partners's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $12.2K in Q2 2024.
  • 47 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q3 2024.

Based on Global Retirement Partners's 13F filing for Q3 2024, filed 16 Oct 2024.