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Winch Advisory Services’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Winch Advisory 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
2024
Q2 		– Sell
-423
Closed -$6.93K – 457
2024
Q1 		$6.93K Buy
+423
New +$6.62K ﹤0.01% 287

Other funds holding CSQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Winch Advisory Services's CSQ Position: Q2 2024 in Review

Winch Advisory Services sold out of Calamos Strategic Total Return Fund (CSQ) in Q2 2024, closing a stake of 423 shares — an estimated $6.93K sold.

Winch Advisory Services first reported a position in CSQ in Q1 2024 and held it in 1 quarter. The position peaked at $6.93K in Q1 2024. 188 funds tracked by Wall St. Rank hold CSQ as of Q2 2024.

  • Winch Advisory Services reported no remaining Calamos Strategic Total Return Fund position as of Q2 2024 after selling out during the quarter.
  • Winch Advisory Services sold 423 Calamos Strategic Total Return Fund shares in Q2 2024, an estimated $6.93K.
  • Winch Advisory Services first reported a position in Calamos Strategic Total Return Fund in Q1 2024 and held it in 1 quarter.
  • Winch Advisory Services's Calamos Strategic Total Return Fund position peaked at $6.93K in Q1 2024.
  • 188 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2024.

Based on Winch Advisory Services's 13F filing for Q2 2024, filed 31 Jul 2024.