APP
ZTR

Avantax Planning Partners’s Virtus Total Return Fund ZTR Stock Holding History

Avantax Planning Partners’s Portfolio ZTR Stock Details ZTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,239
Closed -$14K – 1235
2018
Q3 		$14K Buy
+1,239
New +$14.4K ﹤0.01% 800
2018
Q2 		– Sell
-1,239
Closed -$14K – 1527
2018
Q1 		$14K Buy
+1,239
New +$15.2K ﹤0.01% 921

Other funds holding ZTR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Avantax Planning Partners's ZTR Position: Q4 2018 in Review

Avantax Planning Partners sold out of Virtus Total Return Fund (ZTR) in Q4 2018, closing a stake of 1,239 shares — an estimated $14K sold.

Avantax Planning Partners first reported a position in ZTR in Q1 2018 and held it in 2 quarters. The position peaked at $14K in Q3 2018. 39 funds tracked by Wall St. Rank hold ZTR as of Q4 2018.

  • Avantax Planning Partners reported no remaining Virtus Total Return Fund position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 1,239 Virtus Total Return Fund shares in Q4 2018, an estimated $14K.
  • Avantax Planning Partners first reported a position in Virtus Total Return Fund in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Virtus Total Return Fund position peaked at $14K in Q3 2018.
  • 39 funds tracked by Wall St. Rank held Virtus Total Return Fund as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.