GI
CPZ

Gradient Investments’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Gradient Investments’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
Q1 		– Sell
-1,000
Closed -$14.4K – 1358
2023
Q4 		$14.4K Buy
+1,000
New +$14.3K ﹤0.01% 766

Other funds holding CPZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Gradient Investments's CPZ Position: Q1 2024 in Review

Gradient Investments sold out of Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q1 2024, closing a stake of 1,000 shares — an estimated $14.4K sold.

Gradient Investments first reported a position in CPZ in Q4 2023 and held it in 1 quarter. The position peaked at $14.4K in Q4 2023. 53 funds tracked by Wall St. Rank hold CPZ as of Q1 2024.

  • Gradient Investments reported no remaining Calamos Long/Short Equity & Dynamic Income Trust position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 1,000 Calamos Long/Short Equity & Dynamic Income Trust shares in Q1 2024, an estimated $14.4K.
  • Gradient Investments first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q4 2023 and held it in 1 quarter.
  • Gradient Investments's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $14.4K in Q4 2023.
  • 53 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.