PGAM
CPZ

Princeton Global Asset Management’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Princeton Global Asset Management’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
2021
Q4 		– Sell
-765
Closed -$16K – 529
2021
Q3 		$16K Hold
765
– – ﹤0.01% 357
2021
Q2 		$16K Buy
+765
New +$15.8K ﹤0.01% 365

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return

Princeton Global Asset Management's CPZ Position: Q4 2021 in Review

Princeton Global Asset Management sold out of Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q4 2021, closing a stake of 765 shares — an estimated $16K sold.

Princeton Global Asset Management first reported a position in CPZ in Q2 2021 and held it in 2 quarters. The position peaked at $16K in Q3 2021. 40 funds tracked by Wall St. Rank hold CPZ as of Q4 2021.

  • Princeton Global Asset Management reported no remaining Calamos Long/Short Equity & Dynamic Income Trust position as of Q4 2021 after selling out during the quarter.
  • Princeton Global Asset Management sold 765 Calamos Long/Short Equity & Dynamic Income Trust shares in Q4 2021, an estimated $16K.
  • Princeton Global Asset Management first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q2 2021 and held it in 2 quarters.
  • Princeton Global Asset Management's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $16K in Q3 2021.
  • 40 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q4 2021.

Based on Princeton Global Asset Management's 13F filing for Q4 2021, filed 2 Feb 2022.