SWM
CPZ

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

SeaCrest Wealth 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
2022
Q3 		– Sell
-958
Closed -$16K – 806
2022
Q2 		$16K Buy
+958
New +$17.2K ﹤0.01% 1566
2021
Q3 		– Sell
-64,244
Closed -$1.33M – 690
2021
Q2 		$1.33M Buy
+64,244
New +$1.33M 0.16% 128

Other funds holding CPZ

Morgan Stanley
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SeaCrest Wealth Management's CPZ Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q3 2022, closing a stake of 958 shares — an estimated $16K sold.

SeaCrest Wealth Management first reported a position in CPZ in Q2 2021 and held it in 2 quarters. The position peaked at $1.33M in Q2 2021. 46 funds tracked by Wall St. Rank hold CPZ as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining Calamos Long/Short Equity & Dynamic Income Trust position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 958 Calamos Long/Short Equity & Dynamic Income Trust shares in Q3 2022, an estimated $16K.
  • SeaCrest Wealth Management first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q2 2021 and held it in 2 quarters.
  • SeaCrest Wealth Management's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $1.33M in Q2 2021.
  • 46 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.