Cambridge Investment Research Advisors
DCA

Cambridge Investment Research Advisors’s Virtus Total Return Fund DCA Stock Holding History

Cambridge Investment Research Advisors’s Portfolio DCA Stock Details DCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-22,505
Closed -$98K – 2016
2017
Q1 		$98K Buy
22,505
+5,000
+29% +$22.6K ﹤0.01% 1702
2016
Q4 		$78K Hold
17,505
– – ﹤0.01% 1602
2016
Q3 		$83K Sell
17,505
-190
-1% -$875 ﹤0.01% 1682
2016
Q2 		$82K Buy
+17,695
New +$76.6K ﹤0.01% 1501

Cambridge Investment Research Advisors's DCA Position: Q2 2017 in Review

Cambridge Investment Research Advisors sold out of Virtus Total Return Fund (DCA) in Q2 2017, closing a stake of 22,505 shares — an estimated $98K sold.

Cambridge Investment Research Advisors first reported a position in DCA in Q2 2016 and held it in 4 quarters. The position peaked at $98K in Q1 2017. 0 funds tracked by Wall St. Rank hold DCA as of Q2 2017.

  • Cambridge Investment Research Advisors reported no remaining Virtus Total Return Fund position as of Q2 2017 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 22,505 Virtus Total Return Fund shares in Q2 2017, an estimated $98K.
  • Cambridge Investment Research Advisors first reported a position in Virtus Total Return Fund in Q2 2016 and held it in 4 quarters.
  • Cambridge Investment Research Advisors's Virtus Total Return Fund position peaked at $98K in Q1 2017.
  • 0 funds tracked by Wall St. Rank held Virtus Total Return Fund as of Q2 2017.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2017, filed 8 Aug 2017.