Kavar Capital Partners Group’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Kavar Capital Partners Group’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 Q3	–	Sell	-7	Closed	–	–	199
2019 Q2	$0	Buy	+7	New	+$88	﹤0.01%	502
2018 Q3	–	Sell	-7	Closed	–	–	157
2018 Q2	$0	Hold	7	–	–	﹤0.01%	447
2018 Q1	$0	Buy	+7	New	+$85	﹤0.01%	442
2016 Q1	–	Sell	-7	Closed	–	–	152
2015 Q4	$0	Hold	7	–	–	﹤0.01%	485
2015 Q3	$0	Hold	7	–	–	﹤0.01%	490
2015 Q2	$0	Buy	+7	New	+$80	﹤0.01%	517
2014 Q2	–	Sell	-7	Closed	–	–	192
2014 Q1	$0	Hold	7	–	–	﹤0.01%	536
2013 Q4	$0	Buy	+7	New	+$74	﹤0.01%	504

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

RJA

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

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

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

Kavar Capital Partners Group's CSQ Position: Q3 2019 in Review

Kavar Capital Partners Group sold out of Calamos Strategic Total Return Fund (CSQ) in Q3 2019, closing a stake of 7 shares.

Kavar Capital Partners Group first reported a position in CSQ in Q4 2013 and held it in 8 quarters. The position peaked at $0 in Q2 2019. 127 funds tracked by Wall St. Rank hold CSQ as of Q3 2019.

Kavar Capital Partners Group reported no remaining Calamos Strategic Total Return Fund position as of Q3 2019 after selling out during the quarter.
Kavar Capital Partners Group sold 7 Calamos Strategic Total Return Fund shares in Q3 2019.
Kavar Capital Partners Group first reported a position in Calamos Strategic Total Return Fund in Q4 2013 and held it in 8 quarters.
Kavar Capital Partners Group's Calamos Strategic Total Return Fund position peaked at $0 in Q2 2019.
127 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q3 2019.

Based on Kavar Capital Partners Group's 13F filing for Q3 2019, filed 12 Nov 2019.