KOC
CSQ icon

Koss-Olinger Consulting’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Koss-Olinger Consulting’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
2021
Q2 		– Sell
-10,585
Closed -$182K – 254
2021
Q1 		$182K Buy
+10,585
New +$174K 0.03% 215

Other funds holding CSQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Koss-Olinger Consulting's CSQ Position: Q2 2021 in Review

Koss-Olinger Consulting sold out of Calamos Strategic Total Return Fund (CSQ) in Q2 2021, closing a stake of 10,585 shares — an estimated $182K sold.

Koss-Olinger Consulting first reported a position in CSQ in Q1 2021 and held it in 1 quarter. The position peaked at $182K in Q1 2021. 148 funds tracked by Wall St. Rank hold CSQ as of Q2 2021.

  • Koss-Olinger Consulting reported no remaining Calamos Strategic Total Return Fund position as of Q2 2021 after selling out during the quarter.
  • Koss-Olinger Consulting sold 10,585 Calamos Strategic Total Return Fund shares in Q2 2021, an estimated $182K.
  • Koss-Olinger Consulting first reported a position in Calamos Strategic Total Return Fund in Q1 2021 and held it in 1 quarter.
  • Koss-Olinger Consulting's Calamos Strategic Total Return Fund position peaked at $182K in Q1 2021.
  • 148 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2021.

Based on Koss-Olinger Consulting's 13F filing for Q2 2021, filed 11 Aug 2021.