PNC Financial Services Group
CPZ

PNC Financial Services Group’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

PNC Financial Services Group’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
Q1 		– Sell
-250
Closed -$3.8K – 4710
2022
Q4 		$3.8K Buy
+250
New +$3.89K ﹤0.01% 4080

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

PNC Financial Services Group's CPZ Position: Q1 2023 in Review

PNC Financial Services Group sold out of Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q1 2023, closing a stake of 250 shares — an estimated $3.8K sold.

PNC Financial Services Group first reported a position in CPZ in Q4 2022 and held it in 1 quarter. The position peaked at $3.8K in Q4 2022. 48 funds tracked by Wall St. Rank hold CPZ as of Q1 2023.

  • PNC Financial Services Group reported no remaining Calamos Long/Short Equity & Dynamic Income Trust position as of Q1 2023 after selling out during the quarter.
  • PNC Financial Services Group sold 250 Calamos Long/Short Equity & Dynamic Income Trust shares in Q1 2023, an estimated $3.8K.
  • PNC Financial Services Group first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q4 2022 and held it in 1 quarter.
  • PNC Financial Services Group's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $3.8K in Q4 2022.
  • 48 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q1 2023.

Based on PNC Financial Services Group's 13F filing for Q1 2023, filed 15 May 2023.