Pinnacle Summer Investments’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Pinnacle Summer Investments’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
2015 Q4	$0	Buy	+420	New	+$4.17K	﹤0.01%	822

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

NCM

Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return

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

Domani Wealth Lancaster, Pennsylvania $431M AUM 6.62% 1-Year Est. Return

Pinnacle Summer Investments's CSQ Position: Q4 2015 in Review

Pinnacle Summer Investments opened a new position in Calamos Strategic Total Return Fund (CSQ) in Q4 2015: 420 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #822 among its holdings.

119 funds tracked by Wall St. Rank hold CSQ as of Q4 2015.

Pinnacle Summer Investments held 420 shares of Calamos Strategic Total Return Fund worth $0 as of Q4 2015.
Calamos Strategic Total Return Fund was a new Pinnacle Summer Investments position in Q4 2015.
Calamos Strategic Total Return Fund made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #822 holding.
119 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.