NA
CPZ

NewEdge Advisors’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

NewEdge Advisors’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
2024
Q1 		– Sell
-13,119
Closed -$194K – 3848
2023
Q4 		$194K Buy
13,119
+1,137
+9% +$16.3K ﹤0.01% 1727
2023
Q3 		$177K Buy
11,982
+989
+9% +$15.1K ﹤0.01% 1671
2023
Q2 		$170K Buy
+10,993
New +$167K ﹤0.01% 1691

Other funds holding CPZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

NewEdge Advisors's CPZ Position: Q1 2024 in Review

NewEdge Advisors sold out of Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q1 2024, closing a stake of 13,119 shares — an estimated $194K sold.

NewEdge Advisors first reported a position in CPZ in Q2 2023 and held it in 3 quarters. The position peaked at $194K in Q4 2023. 53 funds tracked by Wall St. Rank hold CPZ as of Q1 2024.

  • NewEdge Advisors reported no remaining Calamos Long/Short Equity & Dynamic Income Trust position as of Q1 2024 after selling out during the quarter.
  • NewEdge Advisors sold 13,119 Calamos Long/Short Equity & Dynamic Income Trust shares in Q1 2024, an estimated $194K.
  • NewEdge Advisors first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q2 2023 and held it in 3 quarters.
  • NewEdge Advisors's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $194K in Q4 2023.
  • 53 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q1 2024.

Based on NewEdge Advisors's 13F filing for Q1 2024, filed 14 May 2024.