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Ground Swell Capital’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Ground Swell Capital’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
2014
Q3 		– Sell
-81
Closed -$1K – 2447
2014
Q2 		$1K Buy
+81
New +$933 ﹤0.01% 1697

Other funds holding CSQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWM
ParenteBeard Wealth Management York, Pennsylvania $8.45M AUM 4.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Ground Swell Capital's CSQ Position: Q3 2014 in Review

Ground Swell Capital sold out of Calamos Strategic Total Return Fund (CSQ) in Q3 2014, closing a stake of 81 shares — an estimated $1K sold.

Ground Swell Capital first reported a position in CSQ in Q2 2014 and held it in 1 quarter. The position peaked at $1K in Q2 2014. 89 funds tracked by Wall St. Rank hold CSQ as of Q3 2014.

  • Ground Swell Capital reported no remaining Calamos Strategic Total Return Fund position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 81 Calamos Strategic Total Return Fund shares in Q3 2014, an estimated $1K.
  • Ground Swell Capital first reported a position in Calamos Strategic Total Return Fund in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's Calamos Strategic Total Return Fund position peaked at $1K in Q2 2014.
  • 89 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.