BFC
ZF

Bedel Financial Consulting’s Virtus Total Return Fund Inc. ZF Stock Holding History

Bedel Financial Consulting’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
2018
Q4 		– Sell
-8,170
Closed -$77K – 734
2018
Q3 		$77K Hold
8,170
– – 0.05% 222
2018
Q2 		$90K Sell
8,170
-5,522
-40% -$60.4K 0.07% 204
2018
Q1 		$154K Buy
+13,692
New +$157K 0.12% 157

Other funds holding ZF

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bedel Financial Consulting's ZF Position: Q4 2018 in Review

Bedel Financial Consulting sold out of Virtus Total Return Fund Inc. (ZF) in Q4 2018, closing a stake of 8,170 shares — an estimated $77K sold.

Bedel Financial Consulting first reported a position in ZF in Q1 2018 and held it in 3 quarters. The position peaked at $154K in Q1 2018. 39 funds tracked by Wall St. Rank hold ZF as of Q4 2018.

  • Bedel Financial Consulting reported no remaining Virtus Total Return Fund Inc. position as of Q4 2018 after selling out during the quarter.
  • Bedel Financial Consulting sold 8,170 Virtus Total Return Fund Inc. shares in Q4 2018, an estimated $77K.
  • Bedel Financial Consulting first reported a position in Virtus Total Return Fund Inc. in Q1 2018 and held it in 3 quarters.
  • Bedel Financial Consulting's Virtus Total Return Fund Inc. position peaked at $154K in Q1 2018.
  • 39 funds tracked by Wall St. Rank held Virtus Total Return Fund Inc. as of Q4 2018.

Based on Bedel Financial Consulting's 13F filing for Q4 2018, filed 28 Jan 2019.