Lido Advisors’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Lido Advisors’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	-12,778	Closed	-$226K	–	1000
2021 Q3	$226K	Hold	12,778	–	–	﹤0.01%	863
2021 Q2	$232K	Hold	12,778	–	–	﹤0.01%	812
2021 Q1	$220K	Hold	12,778	–	–	﹤0.01%	776
2020 Q4	$202K	Buy	+12,778	New	+$186K	﹤0.01%	773

Other funds holding CSQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lido Advisors's CSQ Position: Q4 2021 in Review

Lido Advisors sold out of Calamos Strategic Total Return Fund (CSQ) in Q4 2021, closing a stake of 12,778 shares — an estimated $226K sold.

Lido Advisors first reported a position in CSQ in Q4 2020 and held it in 4 quarters. The position peaked at $232K in Q2 2021. 168 funds tracked by Wall St. Rank hold CSQ as of Q4 2021.

Lido Advisors reported no remaining Calamos Strategic Total Return Fund position as of Q4 2021 after selling out during the quarter.
Lido Advisors sold 12,778 Calamos Strategic Total Return Fund shares in Q4 2021, an estimated $226K.
Lido Advisors first reported a position in Calamos Strategic Total Return Fund in Q4 2020 and held it in 4 quarters.
Lido Advisors's Calamos Strategic Total Return Fund position peaked at $232K in Q2 2021.
168 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q4 2021.

Based on Lido Advisors's 13F filing for Q4 2021, filed 15 Feb 2022.