HFS
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HL Financial Services’s Calamos Strategic Total Return Fund CSQ Stock Holding History

HL Financial Services’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
2019
Q1 		$146K Buy
11,800
+1,000
+9% +$11.9K ﹤0.01% 721
2018
Q4 		$114K Sell
10,800
-4,950
-31% -$58.1K ﹤0.01% 706
2018
Q3 		$212K Hold
15,750
– – ﹤0.01% 714
2018
Q2 		$200K Hold
15,750
– – ﹤0.01% 663
2018
Q1 		$186K Hold
15,750
– – ﹤0.01% 676
2017
Q4 		$190K Hold
15,750
– – ﹤0.01% 592
2017
Q3 		$191K Buy
15,750
+200
+1% +$2.37K ﹤0.01% 662
2017
Q2 		$183K Sell
15,550
-15,550
-50% -$180K ﹤0.01% 660
2017
Q1 		$347K Sell
31,100
-400
-1% -$4.37K 0.01% 526
2016
Q4 		$324K Buy
31,500
+400
+1% +$4.04K 0.01% 538
2016
Q3 		$320K Sell
31,100
-1,000
-3% -$10.4K 0.01% 524
2016
Q2 		$317K Buy
+32,100
New +$314K 0.01% 525

Other funds holding CSQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return