WFG Advisors’s Calamos Strategic Total Return Fund CSQ Stock Holding History

WFG Advisors’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
2017 Q2	$43K	Sell	3,634 -37	-1%	-$427	0.01%	731
2017 Q1	$41K	Buy	3,671 +37	+1%	+$404	0.01%	710
2016 Q4	$37K	Hold	3,634	–	–	0.01%	788
2016 Q3	$37K	Hold	3,634	–	–	0.01%	774
2016 Q2	$36K	Buy	3,634 +1,634	+82%	+$16K	0.01%	775
2016 Q1	$19K	Buy	+2,000	New	+$17.9K	0.01%	901
2015 Q2	–	Sell	-1,440	Closed	-$16K	–	1685
2015 Q1	$16K	Buy	+1,440	New	+$16.3K	﹤0.01%	1048
2014 Q4	–	Sell	-1,500	Closed	-$18K	–	2099
2014 Q3	$18K	Hold	1,500	–	–	﹤0.01%	1314
2014 Q2	$18K	Sell	1,500 -1	-0.1%	-$12	﹤0.01%	1310
2014 Q1	$17K	Sell	1,501 -522	-26%	-$5.73K	﹤0.01%	1298
2013 Q4	$22K	Buy	2,023 +523	+35%	+$5.5K	﹤0.01%	1313
2013 Q3	$15K	Buy	+1,500	New	+$15.2K	﹤0.01%	1364

Other funds holding CSQ

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WFG Advisors's CSQ Position: Q2 2017 in Review

WFG Advisors reduced its Calamos Strategic Total Return Fund (CSQ) stake by 1% in Q2 2017, selling an estimated $427 and leaving 3,634 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #731.

WFG Advisors first reported a position in CSQ in Q3 2013 and has held it in 12 quarters since. 103 funds tracked by Wall St. Rank hold CSQ as of Q2 2017.

WFG Advisors held 3,634 shares of Calamos Strategic Total Return Fund worth $43K as of Q2 2017.
WFG Advisors sold 37 Calamos Strategic Total Return Fund shares in Q2 2017, an estimated $427.
Calamos Strategic Total Return Fund made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #731 holding.
WFG Advisors first reported a position in Calamos Strategic Total Return Fund in Q3 2013 and has held it in 12 quarters since.
103 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.