Zions Bancorporation’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Zions Bancorporation’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 Q3	–	Sell	-1,000	Closed	-$13K	–	955
2022 Q2	$13K	Hold	1,000	–	–	﹤0.01%	682
2022 Q1	$18K	Hold	1,000	–	–	﹤0.01%	689
2021 Q4	$19K	Hold	1,000	–	–	﹤0.01%	624
2021 Q3	$18K	Hold	1,000	–	–	﹤0.01%	631
2021 Q2	$18K	Buy	+1,000	New	+$17.8K	﹤0.01%	609

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

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

RJA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Zions Bancorporation's CSQ Position: Q3 2022 in Review

Zions Bancorporation sold out of Calamos Strategic Total Return Fund (CSQ) in Q3 2022, closing a stake of 1,000 shares — an estimated $13K sold.

Zions Bancorporation first reported a position in CSQ in Q2 2021 and held it in 5 quarters. The position peaked at $19K in Q4 2021. 156 funds tracked by Wall St. Rank hold CSQ as of Q3 2022.

Zions Bancorporation reported no remaining Calamos Strategic Total Return Fund position as of Q3 2022 after selling out during the quarter.
Zions Bancorporation sold 1,000 Calamos Strategic Total Return Fund shares in Q3 2022, an estimated $13K.
Zions Bancorporation first reported a position in Calamos Strategic Total Return Fund in Q2 2021 and held it in 5 quarters.
Zions Bancorporation's Calamos Strategic Total Return Fund position peaked at $19K in Q4 2021.
156 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q3 2022.

Based on Zions Bancorporation's 13F filing for Q3 2022, filed 8 Nov 2022.