Northwestern Mutual Wealth Management
CPZ

Northwestern Mutual Wealth Management’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Northwestern Mutual Wealth Management’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
2023
Q2 		– Sell
-2,500
Closed -$38.6K – 3385
2023
Q1 		$38.6K Buy
+2,500
New +$40.1K ﹤0.01% 2037
2021
Q3 		– Sell
-20
Closed – – 3041
2021
Q2 		$0 Buy
+20
New +$413 ﹤0.01% 3028

Other funds holding CPZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Northwestern Mutual Wealth Management's CPZ Position: Q2 2023 in Review

Northwestern Mutual Wealth Management sold out of Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q2 2023, closing a stake of 2,500 shares — an estimated $38.6K sold.

Northwestern Mutual Wealth Management first reported a position in CPZ in Q2 2021 and held it in 2 quarters. The position peaked at $38.6K in Q1 2023. 49 funds tracked by Wall St. Rank hold CPZ as of Q2 2023.

  • Northwestern Mutual Wealth Management reported no remaining Calamos Long/Short Equity & Dynamic Income Trust position as of Q2 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 2,500 Calamos Long/Short Equity & Dynamic Income Trust shares in Q2 2023, an estimated $38.6K.
  • Northwestern Mutual Wealth Management first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q2 2021 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $38.6K in Q1 2023.
  • 49 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q2 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.