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Rather & Kittrell’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Rather & Kittrell’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
Q1 		– Sell
-500
Closed -$9K – 104
2021
Q4 		$9K Buy
+500
New +$9.42K 0.01% 226

Other funds holding CSQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rather & Kittrell's CSQ Position: Q1 2022 in Review

Rather & Kittrell sold out of Calamos Strategic Total Return Fund (CSQ) in Q1 2022, closing a stake of 500 shares — an estimated $9K sold.

Rather & Kittrell first reported a position in CSQ in Q4 2021 and held it in 1 quarter. The position peaked at $9K in Q4 2021. 159 funds tracked by Wall St. Rank hold CSQ as of Q1 2022.

  • Rather & Kittrell reported no remaining Calamos Strategic Total Return Fund position as of Q1 2022 after selling out during the quarter.
  • Rather & Kittrell sold 500 Calamos Strategic Total Return Fund shares in Q1 2022, an estimated $9K.
  • Rather & Kittrell first reported a position in Calamos Strategic Total Return Fund in Q4 2021 and held it in 1 quarter.
  • Rather & Kittrell's Calamos Strategic Total Return Fund position peaked at $9K in Q4 2021.
  • 159 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2022.

Based on Rather & Kittrell's 13F filing for Q1 2022, filed 10 May 2022.