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

Jeppson 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
2020
Q4 		– Sell
-4,250
Closed -$57K – 196
2020
Q3 		$57K Buy
+4,250
New +$57.2K 0.04% 210

Other funds holding CSQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
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

Jeppson Wealth Management's CSQ Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Calamos Strategic Total Return Fund (CSQ) in Q4 2020, closing a stake of 4,250 shares — an estimated $57K sold.

Jeppson Wealth Management first reported a position in CSQ in Q3 2020 and held it in 1 quarter. The position peaked at $57K in Q3 2020. 149 funds tracked by Wall St. Rank hold CSQ as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Calamos Strategic Total Return Fund position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 4,250 Calamos Strategic Total Return Fund shares in Q4 2020, an estimated $57K.
  • Jeppson Wealth Management first reported a position in Calamos Strategic Total Return Fund in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Calamos Strategic Total Return Fund position peaked at $57K in Q3 2020.
  • 149 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.