UNITED CAPITAL FINANCIAL ADVISORS, LLC - CALAMOS STRATEGIC TOTL RETN ownership

CALAMOS STRATEGIC TOTL RETN's ticker is CSQ and the CUSIP is 128125101. A total of 116 filers reported holding CALAMOS STRATEGIC TOTL RETN in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of CALAMOS STRATEGIC TOTL RETN
ValueSharesWeighting
Q1 2021$179,000
-15.2%
10,382
-22.4%
0.00%0.0%
Q4 2020$211,000
+17.2%
13,3820.0%0.00%0.0%
Q3 2020$180,000
+8.4%
13,3820.0%0.00%0.0%
Q2 2020$166,000
+26.7%
13,3820.0%0.00%0.0%
Q1 2020$131,000
-28.0%
13,3820.0%0.00%0.0%
Q4 2019$182,000
+7.1%
13,3820.0%0.00%0.0%
Q3 2019$170,000
-0.6%
13,3820.0%0.00%0.0%
Q2 2019$171,000
+14.0%
13,382
+10.4%
0.00%0.0%
Q1 2019$150,000
+15.4%
12,125
-4.5%
0.00%0.0%
Q4 2016$130,000
-0.8%
12,6950.0%0.00%0.0%
Q3 2016$131,000
+12.0%
12,695
+8.6%
0.00%0.0%
Q2 2016$117,000
-3.3%
11,695
-7.9%
0.00%0.0%
Q1 2016$121,000
-4.0%
12,6950.0%0.00%0.0%
Q4 2015$126,000
+16.7%
12,695
+8.8%
0.00%0.0%
Q3 2015$108,000
-18.8%
11,663
-4.1%
0.00%
-50.0%
Q2 2015$133,0000.0%12,163
+3.9%
0.00%0.0%
Q1 2015$133,000
-50.4%
11,707
-50.0%
0.00%0.0%
Q4 2014$268,000
+95.6%
23,414
+100.0%
0.00%0.0%
Q3 2014$137,000
+10.5%
11,707
+4.6%
0.00%
-33.3%
Q1 2014$124,00011,1910.00%
Other shareholders
CALAMOS STRATEGIC TOTL RETN shareholders Q1 2016
NameSharesValueWeighting ↓
Shaker Financial Services, LLC 261,695$2,688,0001.59%
CORNERSTONE ADVISORS INC 630,421$6,481,0001.20%
Domani Wealth, LLC 180,550$1,854,0000.75%
McGowan Group Asset Management, Inc. 341,614$3,508,0000.73%
Financial Enhancement Group LLC 86,101$884,0000.46%
Calamos Wealth Management LLC 268,164$2,754,0000.44%
Aviance Capital Partners, LLC 95,121$977,0000.34%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 28,744$295,0000.32%
Advisors Asset Management, Inc. 1,630,550$16,762,0000.28%
WEDBUSH SECURITIES INC 158,010$1,623,0000.24%
View complete list of CALAMOS STRATEGIC TOTL RETN shareholders