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	–	1958
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 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

SignatureFD's CSQ Position: Q4 2020 in Review

SignatureFD sold out of Calamos Strategic Total Return Fund (CSQ) in Q4 2020, closing a stake of 1,683 shares — an estimated $23K sold.

SignatureFD first reported a position in CSQ in Q1 2015 and held it in 7 quarters. The position peaked at $36K in Q3 2018. 149 funds tracked by Wall St. Rank hold CSQ as of Q4 2020.

SignatureFD reported no remaining Calamos Strategic Total Return Fund position as of Q4 2020 after selling out during the quarter.
SignatureFD sold 1,683 Calamos Strategic Total Return Fund shares in Q4 2020, an estimated $23K.
SignatureFD first reported a position in Calamos Strategic Total Return Fund in Q1 2015 and held it in 7 quarters.
SignatureFD's Calamos Strategic Total Return Fund position peaked at $36K in Q3 2018.
149 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q4 2020.

Based on SignatureFD's 13F filing for Q4 2020, filed 11 Feb 2021.