TCFP
CPZ

Treasure Coast Financial Planning’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Treasure Coast Financial Planning’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
2022
Q4 		– Sell
-10,401
Closed -$155K – 39
2022
Q3 		$155K Hold
10,401
– – 0.12% 32
2022
Q2 		$172K Buy
+10,401
New +$187K 0.13% 32

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Treasure Coast Financial Planning's CPZ Position: Q4 2022 in Review

Treasure Coast Financial Planning sold out of Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q4 2022, closing a stake of 10,401 shares — an estimated $155K sold.

Treasure Coast Financial Planning first reported a position in CPZ in Q2 2022 and held it in 2 quarters. The position peaked at $172K in Q2 2022. 56 funds tracked by Wall St. Rank hold CPZ as of Q4 2022.

  • Treasure Coast Financial Planning reported no remaining Calamos Long/Short Equity & Dynamic Income Trust position as of Q4 2022 after selling out during the quarter.
  • Treasure Coast Financial Planning sold 10,401 Calamos Long/Short Equity & Dynamic Income Trust shares in Q4 2022, an estimated $155K.
  • Treasure Coast Financial Planning first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q2 2022 and held it in 2 quarters.
  • Treasure Coast Financial Planning's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $172K in Q2 2022.
  • 56 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q4 2022.

Based on Treasure Coast Financial Planning's 13F filing for Q4 2022, filed 7 Feb 2023.