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Safeguard Investment Advisory Group’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Safeguard Investment Advisory Group’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
2021
Q1 		– Sell
-500
Closed -$7K – 202
2020
Q4 		$7K Buy
+500
New +$7.27K 0.01% 467

Other funds holding CSQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Safeguard Investment Advisory Group's CSQ Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Calamos Strategic Total Return Fund (CSQ) in Q1 2021, closing a stake of 500 shares — an estimated $7K sold.

Safeguard Investment Advisory Group first reported a position in CSQ in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 149 funds tracked by Wall St. Rank hold CSQ as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Calamos Strategic Total Return Fund position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 500 Calamos Strategic Total Return Fund shares in Q1 2021, an estimated $7K.
  • Safeguard Investment Advisory Group first reported a position in Calamos Strategic Total Return Fund in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Calamos Strategic Total Return Fund position peaked at $7K in Q4 2020.
  • 149 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.