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Squar Milner Financial Services’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Squar Milner Financial Services’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
2018
Q3 		– Sell
-2,500
Closed -$32K – 771
2018
Q2 		$32K Buy
+2,500
New +$30.8K 0.03% 410

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
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Squar Milner Financial Services's CSQ Position: Q3 2018 in Review

Squar Milner Financial Services sold out of Calamos Strategic Total Return Fund (CSQ) in Q3 2018, closing a stake of 2,500 shares — an estimated $32K sold.

Squar Milner Financial Services first reported a position in CSQ in Q2 2018 and held it in 1 quarter. The position peaked at $32K in Q2 2018. 129 funds tracked by Wall St. Rank hold CSQ as of Q3 2018.

  • Squar Milner Financial Services reported no remaining Calamos Strategic Total Return Fund position as of Q3 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 2,500 Calamos Strategic Total Return Fund shares in Q3 2018, an estimated $32K.
  • Squar Milner Financial Services first reported a position in Calamos Strategic Total Return Fund in Q2 2018 and held it in 1 quarter.
  • Squar Milner Financial Services's Calamos Strategic Total Return Fund position peaked at $32K in Q2 2018.
  • 129 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q3 2018.

Based on Squar Milner Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.