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

Liberty 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
2021
Q4 		– Sell
-405
Closed -$7K – 357
2021
Q3 		$7K Buy
405
+398
+5,686% +$7.33K ﹤0.01% 884
2021
Q2 		$0 Buy
+7
New +$125 ﹤0.01% 1081

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 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

Liberty Wealth Management's CSQ Position: Q4 2021 in Review

Liberty Wealth Management sold out of Calamos Strategic Total Return Fund (CSQ) in Q4 2021, closing a stake of 405 shares — an estimated $7K sold.

Liberty Wealth Management first reported a position in CSQ in Q2 2021 and held it in 2 quarters. The position peaked at $7K in Q3 2021. 168 funds tracked by Wall St. Rank hold CSQ as of Q4 2021.

  • Liberty Wealth Management reported no remaining Calamos Strategic Total Return Fund position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 405 Calamos Strategic Total Return Fund shares in Q4 2021, an estimated $7K.
  • Liberty Wealth Management first reported a position in Calamos Strategic Total Return Fund in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's Calamos Strategic Total Return Fund position peaked at $7K in Q3 2021.
  • 168 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.