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Sonora Investment Management’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Sonora Investment Management’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
2019
Q2 		– Sell
-565
Closed -$7K – 1675
2019
Q1 		$7K Buy
+565
New +$6.75K ﹤0.01% 1155

Other funds holding CSQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Sonora Investment Management's CSQ Position: Q2 2019 in Review

Sonora Investment Management sold out of Calamos Strategic Total Return Fund (CSQ) in Q2 2019, closing a stake of 565 shares — an estimated $7K sold.

Sonora Investment Management first reported a position in CSQ in Q1 2019 and held it in 1 quarter. The position peaked at $7K in Q1 2019. 126 funds tracked by Wall St. Rank hold CSQ as of Q2 2019.

  • Sonora Investment Management reported no remaining Calamos Strategic Total Return Fund position as of Q2 2019 after selling out during the quarter.
  • Sonora Investment Management sold 565 Calamos Strategic Total Return Fund shares in Q2 2019, an estimated $7K.
  • Sonora Investment Management first reported a position in Calamos Strategic Total Return Fund in Q1 2019 and held it in 1 quarter.
  • Sonora Investment Management's Calamos Strategic Total Return Fund position peaked at $7K in Q1 2019.
  • 126 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2019.

Based on Sonora Investment Management's 13F filing for Q2 2019, filed 19 Jul 2019.