AFWA
ZF

Ancora Family Wealth Advisors’s Virtus Total Return Fund Inc. ZF Stock Holding History

Ancora Family Wealth Advisors’s Portfolio ZF Stock Details ZF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$185K Buy
14,269
+337
+2% +$4.31K 0.06% 205
2016
Q2 		$175K Sell
13,932
-8,185
-37% -$104K 0.07% 184
2016
Q1 		$285K Sell
22,117
-3,994
-15% -$48.6K 0.12% 149
2015
Q4 		$343K Buy
26,111
+84
+0.3% +$1.12K 0.15% 140
2015
Q3 		$334K Buy
+26,027
New +$360K 0.14% 147

Other funds holding ZF

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $532M AUM 56.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Ancora Family Wealth Advisors's ZF Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its Virtus Total Return Fund Inc. (ZF) stake by 2.4% in Q3 2016, buying an estimated $4.31K and bringing the position to 14,269 shares worth $185K. The position accounts for 0.06% of the portfolio, ranked #205.

Ancora Family Wealth Advisors first reported a position in ZF in Q3 2015 and has held it in 5 quarters since. The position peaked at $343K in Q4 2015. 43 funds tracked by Wall St. Rank hold ZF as of Q3 2016.

  • Ancora Family Wealth Advisors held 14,269 shares of Virtus Total Return Fund Inc. worth $185K as of Q3 2016.
  • Ancora Family Wealth Advisors bought 337 Virtus Total Return Fund Inc. shares in Q3 2016, an estimated $4.31K.
  • Virtus Total Return Fund Inc. made up 0.06% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #205 holding.
  • Ancora Family Wealth Advisors first reported a position in Virtus Total Return Fund Inc. in Q3 2015 and has held it in 5 quarters since.
  • Ancora Family Wealth Advisors's Virtus Total Return Fund Inc. position peaked at $343K in Q4 2015.
  • 43 funds tracked by Wall St. Rank held Virtus Total Return Fund Inc. as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.