Koshinski Asset Management
CPZ

Koshinski Asset Management’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Koshinski Asset Management’s Portfolio CPZ Stock Details CPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,155
Closed -$23.5K – 840
2022
Q1 		$23.5K Buy
1,155
+510
+79% +$10.3K ﹤0.01% 1360
2021
Q4 		$12.6K Hold
645
– – ﹤0.01% 1567
2021
Q3 		$13.1K Buy
+645
New +$13K ﹤0.01% 1587

Other funds holding CPZ

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return

Koshinski Asset Management's CPZ Position: Q2 2022 in Review

Koshinski Asset Management sold out of Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q2 2022, closing a stake of 1,155 shares — an estimated $23.5K sold.

Koshinski Asset Management first reported a position in CPZ in Q3 2021 and held it in 3 quarters. The position peaked at $23.5K in Q1 2022. 44 funds tracked by Wall St. Rank hold CPZ as of Q2 2022.

  • Koshinski Asset Management reported no remaining Calamos Long/Short Equity & Dynamic Income Trust position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 1,155 Calamos Long/Short Equity & Dynamic Income Trust shares in Q2 2022, an estimated $23.5K.
  • Koshinski Asset Management first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $23.5K in Q1 2022.
  • 44 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.