GSEP
CPZ

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

Golden State Equity 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
2021
Q1 		– Sell
-12,500
Closed -$218K – 178
2020
Q4 		$218K Buy
+12,500
New +$203K 0.15% 154

Other funds holding CPZ

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RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Golden State Equity Partners's CPZ Position: Q1 2021 in Review

Golden State Equity Partners sold out of Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q1 2021, closing a stake of 12,500 shares — an estimated $218K sold.

Golden State Equity Partners first reported a position in CPZ in Q4 2020 and held it in 1 quarter. The position peaked at $218K in Q4 2020. 34 funds tracked by Wall St. Rank hold CPZ as of Q1 2021.

  • Golden State Equity Partners reported no remaining Calamos Long/Short Equity & Dynamic Income Trust position as of Q1 2021 after selling out during the quarter.
  • Golden State Equity Partners sold 12,500 Calamos Long/Short Equity & Dynamic Income Trust shares in Q1 2021, an estimated $218K.
  • Golden State Equity Partners first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q4 2020 and held it in 1 quarter.
  • Golden State Equity Partners's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $218K in Q4 2020.
  • 34 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q1 2021.

Based on Golden State Equity Partners's 13F filing for Q1 2021, filed 13 May 2021.