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Transform Wealth’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Transform Wealth’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
Q4 		– Sell
-10,100
Closed -$136K – 183
2018
Q3 		$136K Hold
10,100
– – 0.02% 187
2018
Q2 		$128K Hold
10,100
– – 0.02% 210
2018
Q1 		$119K Hold
10,100
– – 0.02% 232
2017
Q4 		$122K Buy
+10,100
New +$123K 0.02% 244

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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Transform Wealth's CSQ Position: Q4 2018 in Review

Transform Wealth sold out of Calamos Strategic Total Return Fund (CSQ) in Q4 2018, closing a stake of 10,100 shares — an estimated $136K sold.

Transform Wealth first reported a position in CSQ in Q4 2017 and held it in 4 quarters. The position peaked at $136K in Q3 2018. 130 funds tracked by Wall St. Rank hold CSQ as of Q4 2018.

  • Transform Wealth reported no remaining Calamos Strategic Total Return Fund position as of Q4 2018 after selling out during the quarter.
  • Transform Wealth sold 10,100 Calamos Strategic Total Return Fund shares in Q4 2018, an estimated $136K.
  • Transform Wealth first reported a position in Calamos Strategic Total Return Fund in Q4 2017 and held it in 4 quarters.
  • Transform Wealth's Calamos Strategic Total Return Fund position peaked at $136K in Q3 2018.
  • 130 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q4 2018.

Based on Transform Wealth's 13F filing for Q4 2018, filed 30 Jan 2019.