LTFS
CPZ

Ladenburg Thalmann Financial Services’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$25K Buy
+1,250
New +$24.9K ﹤0.01% 4003

Other funds holding CPZ

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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ladenburg Thalmann Financial Services's CPZ Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services opened a new position in Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q4 2019: 1,250 shares worth $25K. The stake represents ﹤0.01% of the portfolio and ranks #4003 among its holdings.

12 funds tracked by Wall St. Rank hold CPZ as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 1,250 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $25K as of Q4 2019.
  • Calamos Long/Short Equity & Dynamic Income Trust was a new Ladenburg Thalmann Financial Services position in Q4 2019.
  • Calamos Long/Short Equity & Dynamic Income Trust made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4003 holding.
  • 12 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.