Raleigh Capital Management’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Raleigh Capital 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
2024 Q2	–	Sell	-425	Closed	-$6.56K	–	996
2024 Q1	$6.56K	Buy	425 +125	+42%	+$1.88K	﹤0.01%	616
2023 Q4	$4.33K	Sell	300 -300	-50%	-$4.3K	﹤0.01%	760
2023 Q3	$8.87K	Hold	600	–	–	﹤0.01%	563
2023 Q2	$9.28K	Hold	600	–	–	﹤0.01%	505
2023 Q1	$9.27K	Hold	600	–	–	﹤0.01%	516
2022 Q4	$9.11K	Hold	600	–	–	﹤0.01%	457
2022 Q3	$9K	Hold	600	–	–	0.01%	376
2022 Q2	$10K	Buy	600 +90	+18%	+$1.62K	0.01%	344
2022 Q1	$10K	Buy	+510	New	+$10.3K	0.01%	372

Other funds holding CPZ

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

RJFSA

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

Raleigh Capital Management's CPZ Position: Q2 2024 in Review

Raleigh Capital Management sold out of Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q2 2024, closing a stake of 425 shares — an estimated $6.56K sold.

Raleigh Capital Management first reported a position in CPZ in Q1 2022 and held it in 9 quarters. The position peaked at $10K in Q2 2022. 49 funds tracked by Wall St. Rank hold CPZ as of Q2 2024.

Raleigh Capital Management reported no remaining Calamos Long/Short Equity & Dynamic Income Trust position as of Q2 2024 after selling out during the quarter.
Raleigh Capital Management sold 425 Calamos Long/Short Equity & Dynamic Income Trust shares in Q2 2024, an estimated $6.56K.
Raleigh Capital Management first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q1 2022 and held it in 9 quarters.
Raleigh Capital Management's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $10K in Q2 2022.
49 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q2 2024.

Based on Raleigh Capital Management's 13F filing for Q2 2024, filed 31 Jul 2024.