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

OneDigital Investment 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
2018 Q4	–	Sell	-2,300	Closed	-$31K	–	1140
2018 Q3	$31K	Hold	2,300	–	–	0.01%	524
2018 Q2	$29K	Hold	2,300	–	–	0.01%	675
2018 Q1	$27K	Hold	2,300	–	–	0.01%	698
2017 Q4	$28K	Hold	2,300	–	–	﹤0.01%	675
2017 Q3	$28K	Hold	2,300	–	–	0.01%	528
2017 Q2	$27K	Buy	+2,300	New	+$26.6K	0.01%	643

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

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

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

OneDigital Investment Advisors's CSQ Position: Q4 2018 in Review

OneDigital Investment Advisors sold out of Calamos Strategic Total Return Fund (CSQ) in Q4 2018, closing a stake of 2,300 shares — an estimated $31K sold.

OneDigital Investment Advisors first reported a position in CSQ in Q2 2017 and held it in 6 quarters. The position peaked at $31K in Q3 2018. 130 funds tracked by Wall St. Rank hold CSQ as of Q4 2018.

OneDigital Investment Advisors reported no remaining Calamos Strategic Total Return Fund position as of Q4 2018 after selling out during the quarter.
OneDigital Investment Advisors sold 2,300 Calamos Strategic Total Return Fund shares in Q4 2018, an estimated $31K.
OneDigital Investment Advisors first reported a position in Calamos Strategic Total Return Fund in Q2 2017 and held it in 6 quarters.
OneDigital Investment Advisors's Calamos Strategic Total Return Fund position peaked at $31K in Q3 2018.
130 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q4 2018.

Based on OneDigital Investment Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.