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

Optimum 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	-1,000	Closed	-$13K	–	968
2018 Q3	$13K	Hold	1,000	–	–	﹤0.01%	803
2018 Q2	$13K	Hold	1,000	–	–	﹤0.01%	810
2018 Q1	$12K	Buy	+1,000	New	+$12.2K	﹤0.01%	792
2015 Q1	$11K	Hold	1,000	–	–	﹤0.01%	789
2014 Q4	$11K	Hold	1,000	–	–	﹤0.01%	827
2014 Q3	$12K	Buy	+1,000	New	+$11.9K	﹤0.01%	733

Other funds holding CSQ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

Optimum Investment Advisors sold out of Calamos Strategic Total Return Fund (CSQ) in Q4 2018, closing a stake of 1,000 shares — an estimated $13K sold.

Optimum Investment Advisors first reported a position in CSQ in Q3 2014 and held it in 6 quarters. The position peaked at $13K in Q3 2018. 130 funds tracked by Wall St. Rank hold CSQ as of Q4 2018.

Optimum Investment Advisors reported no remaining Calamos Strategic Total Return Fund position as of Q4 2018 after selling out during the quarter.
Optimum Investment Advisors sold 1,000 Calamos Strategic Total Return Fund shares in Q4 2018, an estimated $13K.
Optimum Investment Advisors first reported a position in Calamos Strategic Total Return Fund in Q3 2014 and held it in 6 quarters.
Optimum Investment Advisors's Calamos Strategic Total Return Fund position peaked at $13K in Q3 2018.
130 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q4 2018.

Based on Optimum Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.