Human Investing’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Human Investing’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
2020 Q3	–	Sell	-1,100	Closed	-$14K	–	311
2020 Q2	$14K	Hold	1,100	–	–	﹤0.01%	208
2020 Q1	$11K	Hold	1,100	–	–	﹤0.01%	216
2019 Q4	$15K	Hold	1,100	–	–	﹤0.01%	260
2019 Q3	$14K	Hold	1,100	–	–	0.01%	254
2019 Q2	$14K	Hold	1,100	–	–	0.01%	258
2019 Q1	$14K	Hold	1,100	–	–	0.01%	245
2018 Q4	$12K	Buy	+1,100	New	+$12.9K	0.01%	270

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Human Investing's CSQ Position: Q3 2020 in Review

Human Investing sold out of Calamos Strategic Total Return Fund (CSQ) in Q3 2020, closing a stake of 1,100 shares — an estimated $14K sold.

Human Investing first reported a position in CSQ in Q4 2018 and held it in 7 quarters. The position peaked at $15K in Q4 2019. 133 funds tracked by Wall St. Rank hold CSQ as of Q3 2020.

Human Investing reported no remaining Calamos Strategic Total Return Fund position as of Q3 2020 after selling out during the quarter.
Human Investing sold 1,100 Calamos Strategic Total Return Fund shares in Q3 2020, an estimated $14K.
Human Investing first reported a position in Calamos Strategic Total Return Fund in Q4 2018 and held it in 7 quarters.
Human Investing's Calamos Strategic Total Return Fund position peaked at $15K in Q4 2019.
133 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q3 2020.

Based on Human Investing's 13F filing for Q3 2020, filed 27 Oct 2020.