Ropes Wealth Advisors’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Ropes Wealth 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 Q4	–	Sell	-1,500	Closed	-$20K	–	822
2020 Q3	$20K	Buy	+1,500	New	+$20.2K	﹤0.01%	435

Other funds holding CSQ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Ropes Wealth Advisors's CSQ Position: Q4 2020 in Review

Ropes Wealth Advisors sold out of Calamos Strategic Total Return Fund (CSQ) in Q4 2020, closing a stake of 1,500 shares — an estimated $20K sold.

Ropes Wealth Advisors first reported a position in CSQ in Q3 2020 and held it in 1 quarter. The position peaked at $20K in Q3 2020. 149 funds tracked by Wall St. Rank hold CSQ as of Q4 2020.

Ropes Wealth Advisors reported no remaining Calamos Strategic Total Return Fund position as of Q4 2020 after selling out during the quarter.
Ropes Wealth Advisors sold 1,500 Calamos Strategic Total Return Fund shares in Q4 2020, an estimated $20K.
Ropes Wealth Advisors first reported a position in Calamos Strategic Total Return Fund in Q3 2020 and held it in 1 quarter.
Ropes Wealth Advisors's Calamos Strategic Total Return Fund position peaked at $20K in Q3 2020.
149 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q4 2020.

Based on Ropes Wealth Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.