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Lee Financial’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Lee Financial’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
Q1 		– Sell
-358
Closed -$4K – 518
2018
Q4 		$4K Hold
358
– – ﹤0.01% 375
2018
Q3 		$5K Buy
+358
New +$4.72K ﹤0.01% 401

Other funds holding CSQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Lee Financial's CSQ Position: Q1 2019 in Review

Lee Financial sold out of Calamos Strategic Total Return Fund (CSQ) in Q1 2019, closing a stake of 358 shares — an estimated $4K sold.

Lee Financial first reported a position in CSQ in Q3 2018 and held it in 2 quarters. The position peaked at $5K in Q3 2018. 130 funds tracked by Wall St. Rank hold CSQ as of Q1 2019.

  • Lee Financial reported no remaining Calamos Strategic Total Return Fund position as of Q1 2019 after selling out during the quarter.
  • Lee Financial sold 358 Calamos Strategic Total Return Fund shares in Q1 2019, an estimated $4K.
  • Lee Financial first reported a position in Calamos Strategic Total Return Fund in Q3 2018 and held it in 2 quarters.
  • Lee Financial's Calamos Strategic Total Return Fund position peaked at $5K in Q3 2018.
  • 130 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2019.

Based on Lee Financial's 13F filing for Q1 2019, filed 30 Apr 2019.