SignatureFD’s Calamos Strategic Total Return Fund CSQ Stock Holding History

SignatureFD’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	-1,683	Closed	-$23K	–	2573
2020 Q3	$23K	Buy	+1,683	New	+$22.6K	﹤0.01%	1304
2019 Q3	–	Sell	-500	Closed	-$6K	–	2110
2019 Q2	$6K	Buy	+500	New	+$6.28K	﹤0.01%	1521
2018 Q4	–	Sell	-2,683	Closed	-$36K	–	1960
2018 Q3	$36K	Hold	2,683	–	–	﹤0.01%	988
2018 Q2	$34K	Hold	2,683	–	–	﹤0.01%	989
2018 Q1	$32K	Buy	+2,683	New	+$32.7K	﹤0.01%	894
2015 Q3	–	Sell	-622	Closed	-$7K	–	1250
2015 Q2	$7K	Sell	622 -21	-3%	-$239	﹤0.01%	694
2015 Q1	$7K	Buy	+643	New	+$7.27K	﹤0.01%	592

Other funds holding CSQ

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return