SCG
CGO

Strategic Capital Group’s Calamos Global Total Return Fund CGO Stock Holding History

Strategic Capital Group’s Portfolio CGO Stock Details CGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-6,715
Closed -$90K – 233
2013
Q3 		$90K Hold
6,715
– – 0.03% 172
2013
Q2 		$90K Buy
+6,715
New +$96.1K 0.04% 154

Other funds holding CGO

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Strategic Capital Group's CGO Position: Q4 2013 in Review

Strategic Capital Group sold out of Calamos Global Total Return Fund (CGO) in Q4 2013, closing a stake of 6,715 shares — an estimated $90K sold.

Strategic Capital Group first reported a position in CGO in Q2 2013 and held it in 2 quarters. The position peaked at $90K in Q3 2013. 22 funds tracked by Wall St. Rank hold CGO as of Q4 2013.

  • Strategic Capital Group reported no remaining Calamos Global Total Return Fund position as of Q4 2013 after selling out during the quarter.
  • Strategic Capital Group sold 6,715 Calamos Global Total Return Fund shares in Q4 2013, an estimated $90K.
  • Strategic Capital Group first reported a position in Calamos Global Total Return Fund in Q2 2013 and held it in 2 quarters.
  • Strategic Capital Group's Calamos Global Total Return Fund position peaked at $90K in Q3 2013.
  • 22 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q4 2013.

Based on Strategic Capital Group's 13F filing for Q4 2013, filed 14 Feb 2014.