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Widmann Financial Services’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Widmann Financial Services’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
2022
Q1 		– Sell
-299
Closed -$5K – 163
2021
Q4 		$5K Buy
+299
New +$5.63K ﹤0.01% 353

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Royal Bank of Canada
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RJFSA
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
GC
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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Widmann Financial Services's CSQ Position: Q1 2022 in Review

Widmann Financial Services sold out of Calamos Strategic Total Return Fund (CSQ) in Q1 2022, closing a stake of 299 shares — an estimated $5K sold.

Widmann Financial Services first reported a position in CSQ in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 159 funds tracked by Wall St. Rank hold CSQ as of Q1 2022.

  • Widmann Financial Services reported no remaining Calamos Strategic Total Return Fund position as of Q1 2022 after selling out during the quarter.
  • Widmann Financial Services sold 299 Calamos Strategic Total Return Fund shares in Q1 2022, an estimated $5K.
  • Widmann Financial Services first reported a position in Calamos Strategic Total Return Fund in Q4 2021 and held it in 1 quarter.
  • Widmann Financial Services's Calamos Strategic Total Return Fund position peaked at $5K in Q4 2021.
  • 159 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.