Kiley Juergens Wealth Management’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Kiley Juergens 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
2018 Q4	–	Sell	-4,156	Closed	-$55K	–	164
2018 Q3	$55K	Hold	4,156	–	–	0.04%	222
2018 Q2	$52K	Buy	+4,156	New	+$51.2K	0.05%	200
2018 Q1	–	Sell	-6,656	Closed	-$80K	–	192
2017 Q4	$80K	Buy	+6,656	New	+$81.3K	0.07%	150

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

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 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

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

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

Kiley Juergens Wealth Management's CSQ Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Calamos Strategic Total Return Fund (CSQ) in Q4 2018, closing a stake of 4,156 shares — an estimated $55K sold.

Kiley Juergens Wealth Management first reported a position in CSQ in Q4 2017 and held it in 3 quarters. The position peaked at $80K in Q4 2017. 130 funds tracked by Wall St. Rank hold CSQ as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining Calamos Strategic Total Return Fund position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 4,156 Calamos Strategic Total Return Fund shares in Q4 2018, an estimated $55K.
Kiley Juergens Wealth Management first reported a position in Calamos Strategic Total Return Fund in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's Calamos Strategic Total Return Fund position peaked at $80K in Q4 2017.
130 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.