SPC
CPZ

Sigma Planning Corp’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Sigma Planning Corp’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
2023
Q2 		– Sell
-10,500
Closed -$162K – 1240
2023
Q1 		$162K Hold
10,500
– – 0.01% 1205
2022
Q4 		$159K Sell
10,500
-100
-0.9% -$1.55K 0.01% 1159
2022
Q3 		$158K Buy
+10,600
New +$181K 0.01% 1151

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 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
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Sigma Planning Corp's CPZ Position: Q2 2023 in Review

Sigma Planning Corp sold out of Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q2 2023, closing a stake of 10,500 shares — an estimated $162K sold.

Sigma Planning Corp first reported a position in CPZ in Q3 2022 and held it in 3 quarters. The position peaked at $162K in Q1 2023. 49 funds tracked by Wall St. Rank hold CPZ as of Q2 2023.

  • Sigma Planning Corp reported no remaining Calamos Long/Short Equity & Dynamic Income Trust position as of Q2 2023 after selling out during the quarter.
  • Sigma Planning Corp sold 10,500 Calamos Long/Short Equity & Dynamic Income Trust shares in Q2 2023, an estimated $162K.
  • Sigma Planning Corp first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q3 2022 and held it in 3 quarters.
  • Sigma Planning Corp's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $162K in Q1 2023.
  • 49 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q2 2023.

Based on Sigma Planning Corp's 13F filing for Q2 2023, filed 2 Aug 2023.