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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return