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

Reilly 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
2020
Q2 		– Sell
-1,736
Closed -$17K – 901
2020
Q1 		$17K Buy
+1,736
New +$21.8K ﹤0.01% 457

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Reilly Financial Advisors's CSQ Position: Q2 2020 in Review

Reilly Financial Advisors sold out of Calamos Strategic Total Return Fund (CSQ) in Q2 2020, closing a stake of 1,736 shares — an estimated $17K sold.

Reilly Financial Advisors first reported a position in CSQ in Q1 2020 and held it in 1 quarter. The position peaked at $17K in Q1 2020. 125 funds tracked by Wall St. Rank hold CSQ as of Q2 2020.

  • Reilly Financial Advisors reported no remaining Calamos Strategic Total Return Fund position as of Q2 2020 after selling out during the quarter.
  • Reilly Financial Advisors sold 1,736 Calamos Strategic Total Return Fund shares in Q2 2020, an estimated $17K.
  • Reilly Financial Advisors first reported a position in Calamos Strategic Total Return Fund in Q1 2020 and held it in 1 quarter.
  • Reilly Financial Advisors's Calamos Strategic Total Return Fund position peaked at $17K in Q1 2020.
  • 125 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2020.

Based on Reilly Financial Advisors's 13F filing for Q2 2020, filed 21 Jul 2020.