Cambridge Investment Research Advisors
ZF

Cambridge Investment Research Advisors’s Virtus Total Return Fund Inc. ZF Stock Holding History

Cambridge Investment Research 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
2017
Q4 		– Sell
-10,594
Closed -$138K – 2189
2017
Q3 		$138K Sell
10,594
-366
-3% -$4.6K ﹤0.01% 1892
2017
Q2 		$134K Buy
+10,960
New +$130K ﹤0.01% 1823
2014
Q3 		– Sell
-10,205
Closed -$160K – 1512
2014
Q2 		$160K Sell
10,205
-806
-7% -$12.3K 0.01% 1237
2014
Q1 		$167K Buy
+11,011
New +$161K 0.01% 1181

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
WPA
Winning Points Advisors Boca Raton, Florida $74.8M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors's ZF Position: Q4 2017 in Review

Cambridge Investment Research Advisors sold out of Virtus Total Return Fund Inc. (ZF) in Q4 2017, closing a stake of 10,594 shares — an estimated $138K sold.

Cambridge Investment Research Advisors first reported a position in ZF in Q1 2014 and held it in 4 quarters. The position peaked at $167K in Q1 2014. 42 funds tracked by Wall St. Rank hold ZF as of Q4 2017.

  • Cambridge Investment Research Advisors reported no remaining Virtus Total Return Fund Inc. position as of Q4 2017 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 10,594 Virtus Total Return Fund Inc. shares in Q4 2017, an estimated $138K.
  • Cambridge Investment Research Advisors first reported a position in Virtus Total Return Fund Inc. in Q1 2014 and held it in 4 quarters.
  • Cambridge Investment Research Advisors's Virtus Total Return Fund Inc. position peaked at $167K in Q1 2014.
  • 42 funds tracked by Wall St. Rank held Virtus Total Return Fund Inc. as of Q4 2017.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2017, filed 22 Feb 2018.