WEC
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Winslow Evans & Crocker’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Winslow Evans & Crocker’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 		– Sell
-3,564
Closed -$39.8K – 1275
2017
Q1 		$39.8K Buy
3,564
+82
+2% +$896 0.01% 585
2016
Q4 		$35.8K Buy
3,482
+84
+2% +$848 0.01% 612
2016
Q3 		$34.9K Buy
3,398
+80
+2% +$831 0.01% 618
2016
Q2 		$32.8K Buy
3,318
+77
+2% +$754 0.01% 611
2016
Q1 		$30.8K Buy
3,241
+87
+3% +$777 0.01% 601
2015
Q4 		$31.2K Buy
3,154
+76
+2% +$754 0.01% 636
2015
Q3 		$28.6K Buy
3,078
+74
+2% +$763 0.01% 630
2015
Q2 		$32.9K Buy
3,004
+72
+2% +$819 0.01% 643
2015
Q1 		$33K Buy
2,932
+62
+2% +$701 0.01% 628
2014
Q4 		$32.8K Buy
2,870
+62
+2% +$716 0.01% 625
2014
Q3 		$32.8K Buy
2,808
+59
+2% +$701 0.01% 646
2014
Q2 		$33K Sell
2,749
-1,926
-41% -$22.2K 0.01% 573
2014
Q1 		$52K Buy
4,675
+89
+2% +$976 0.02% 487
2013
Q4 		$50K Buy
+4,586
New +$48.2K 0.02% 514

Other funds holding CSQ

UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return