Gupta Wealth Management’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Gupta Wealth Management’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
2016 Q1	$279K	Hold	29,364	–	–	0.07%	202
2015 Q4	$291K	Hold	29,364	–	–	0.07%	194
2015 Q3	$273K	Hold	29,364	–	–	0.07%	205
2015 Q2	$322K	Buy	29,364 +400	+1%	+$4.55K	0.08%	191
2015 Q1	$326K	Buy	+28,964	New	+$327K	0.1%	166

Other funds holding CSQ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NCM

Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Gupta Wealth Management's CSQ Position: Q1 2016 in Review

Gupta Wealth Management held its Calamos Strategic Total Return Fund (CSQ) position steady in Q1 2016 at 29,364 shares worth $279K. The position accounts for 0.07% of the portfolio, ranked #202.

Gupta Wealth Management first reported a position in CSQ in Q1 2015 and has held it in 5 quarters since. The position peaked at $326K in Q1 2015. 113 funds tracked by Wall St. Rank hold CSQ as of Q1 2016.

Gupta Wealth Management held 29,364 shares of Calamos Strategic Total Return Fund worth $279K as of Q1 2016.
Gupta Wealth Management left its Calamos Strategic Total Return Fund share count unchanged in Q1 2016.
Calamos Strategic Total Return Fund made up 0.07% of Gupta Wealth Management's portfolio in Q1 2016, its #202 holding.
Gupta Wealth Management first reported a position in Calamos Strategic Total Return Fund in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Calamos Strategic Total Return Fund position peaked at $326K in Q1 2015.
113 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.