CFA
VGI

Cahill Financial Advisors’s Virtus Global Multi-Sector Income Fund VGI Stock Holding History

Cahill Financial Advisors’s Portfolio VGI Stock Details VGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,309
Closed -$27K – 755
2021
Q3 		$27K Buy
+2,309
New +$27.5K 0.01% 415

Other funds holding VGI

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Cahill Financial Advisors's VGI Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Virtus Global Multi-Sector Income Fund (VGI) in Q4 2021, closing a stake of 2,309 shares — an estimated $27K sold.

Cahill Financial Advisors first reported a position in VGI in Q3 2021 and held it in 1 quarter. The position peaked at $27K in Q3 2021. 28 funds tracked by Wall St. Rank hold VGI as of Q4 2021.

  • Cahill Financial Advisors reported no remaining Virtus Global Multi-Sector Income Fund position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 2,309 Virtus Global Multi-Sector Income Fund shares in Q4 2021, an estimated $27K.
  • Cahill Financial Advisors first reported a position in Virtus Global Multi-Sector Income Fund in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's Virtus Global Multi-Sector Income Fund position peaked at $27K in Q3 2021.
  • 28 funds tracked by Wall St. Rank held Virtus Global Multi-Sector Income Fund as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.