Number of Shares
361,493.00
Current Holdings Value*
$5.85 Mil
% of Portfolio
2.28%
Total Estimate Gain
$979,057.30
% of Total Estimate Gain
4.20%

Shaker Financial Services, LLC's Calamos Strategic Total Return Fund Holding Summary

As of 2025-03-31, Shaker Financial Services, LLC held 361,493.00 shares of Calamos Strategic Total Return Fund(CSQ), totaling $5.85 Mil. This investment constitutes 2.28% of their stock portfolio, and Shaker Financial Services, LLC now holds 0.23% of the outstanding Calamos Strategic Total Return Fund(CSQ) stock.

The initial trade took place in 2018Q2. And since then Shaker Financial Services, LLC has made 12 purchases of CSQ, at an average price of $14.18, for a total of 1.65 Mil shares. In addition, there have been 11 sales at an average price of $13.79 for 1.28 Mil shares. Based on historical transaction data and CSQ's current price of $18.27, Shaker Financial Services, LLC's estimated gain on his CSQ holdings is $979,057.30, reflecting a 4.20% gain to date.

Shaker Financial Services, LLC CSQ ($18.27) Holding Chart

Shaker Financial Services, LLC CSQ ($18.27) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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