Plante Moran Financial Advisors’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Plante Moran Financial 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
2022 Q4	–	Sell	-5,425	Closed	-$68K	–	884
2022 Q3	$68K	Hold	5,425	–	–	0.01%	268
2022 Q2	$71K	Sell	5,425 -3,941	-42%	-$58.7K	0.01%	262
2022 Q1	$164K	Buy	+9,366	New	+$162K	0.03%	177
2015 Q3	–	Sell	-1,229	Closed	-$13K	–	708
2015 Q2	$13K	Hold	1,229	–	–	0.01%	482
2015 Q1	$14K	Hold	1,229	–	–	0.01%	460
2014 Q4	$14K	Hold	1,229	–	–	0.01%	468
2014 Q3	$14K	Hold	1,229	–	–	0.01%	469
2014 Q2	$15K	Buy	+1,229	New	+$14.2K	0.01%	430

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

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

RJA

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

RJFSA

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

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Plante Moran Financial Advisors's CSQ Position: Q4 2022 in Review

Plante Moran Financial Advisors sold out of Calamos Strategic Total Return Fund (CSQ) in Q4 2022, closing a stake of 5,425 shares — an estimated $68K sold.

Plante Moran Financial Advisors first reported a position in CSQ in Q2 2014 and held it in 8 quarters. The position peaked at $164K in Q1 2022. 163 funds tracked by Wall St. Rank hold CSQ as of Q4 2022.

Plante Moran Financial Advisors reported no remaining Calamos Strategic Total Return Fund position as of Q4 2022 after selling out during the quarter.
Plante Moran Financial Advisors sold 5,425 Calamos Strategic Total Return Fund shares in Q4 2022, an estimated $68K.
Plante Moran Financial Advisors first reported a position in Calamos Strategic Total Return Fund in Q2 2014 and held it in 8 quarters.
Plante Moran Financial Advisors's Calamos Strategic Total Return Fund position peaked at $164K in Q1 2022.
163 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q4 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.