TVWM
CPZ

Tower View Wealth Management’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Tower View Wealth Management’s Portfolio CPZ Stock Details CPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,000
Closed -$20K – 196
2021
Q3 		$20K Buy
+1,000
New +$20.2K 0.01% 137

Other funds holding CPZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return

Tower View Wealth Management's CPZ Position: Q4 2021 in Review

Tower View Wealth Management sold out of Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q4 2021, closing a stake of 1,000 shares — an estimated $20K sold.

Tower View Wealth Management first reported a position in CPZ in Q3 2021 and held it in 1 quarter. The position peaked at $20K in Q3 2021. 40 funds tracked by Wall St. Rank hold CPZ as of Q4 2021.

  • Tower View Wealth Management reported no remaining Calamos Long/Short Equity & Dynamic Income Trust position as of Q4 2021 after selling out during the quarter.
  • Tower View Wealth Management sold 1,000 Calamos Long/Short Equity & Dynamic Income Trust shares in Q4 2021, an estimated $20K.
  • Tower View Wealth Management first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q3 2021 and held it in 1 quarter.
  • Tower View Wealth Management's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $20K in Q3 2021.
  • 40 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q4 2021.

Based on Tower View Wealth Management's 13F filing for Q4 2021, filed 3 Feb 2022.