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

NEXT Financial Holdings’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	$9K	Buy	+750	New	+$8.95K	﹤0.01%	1130

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

NEXT Financial Holdings's CSQ Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Calamos Strategic Total Return Fund (CSQ) in Q1 2019: 750 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #1130 among its holdings.

130 funds tracked by Wall St. Rank hold CSQ as of Q1 2019.

NEXT Financial Holdings held 750 shares of Calamos Strategic Total Return Fund worth $9K as of Q1 2019.
Calamos Strategic Total Return Fund was a new NEXT Financial Holdings position in Q1 2019.
Calamos Strategic Total Return Fund made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1130 holding.
130 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.