CIM
CBH

Contravisory Investment Management’s Virtus Convertible & Income 2024 Target Term Fund CBH Stock Holding History

Contravisory Investment Management’s Portfolio CBH Stock Details CBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-5,000
Closed -$38K – 341
2020
Q1 		$38K Buy
+5,000
New +$45.8K 0.02% 221

Other funds holding CBH

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Contravisory Investment Management's CBH Position: Q2 2020 in Review

Contravisory Investment Management sold out of Virtus Convertible & Income 2024 Target Term Fund (CBH) in Q2 2020, closing a stake of 5,000 shares — an estimated $38K sold.

Contravisory Investment Management first reported a position in CBH in Q1 2020 and held it in 1 quarter. The position peaked at $38K in Q1 2020. 23 funds tracked by Wall St. Rank hold CBH as of Q2 2020.

  • Contravisory Investment Management reported no remaining Virtus Convertible & Income 2024 Target Term Fund position as of Q2 2020 after selling out during the quarter.
  • Contravisory Investment Management sold 5,000 Virtus Convertible & Income 2024 Target Term Fund shares in Q2 2020, an estimated $38K.
  • Contravisory Investment Management first reported a position in Virtus Convertible & Income 2024 Target Term Fund in Q1 2020 and held it in 1 quarter.
  • Contravisory Investment Management's Virtus Convertible & Income 2024 Target Term Fund position peaked at $38K in Q1 2020.
  • 23 funds tracked by Wall St. Rank held Virtus Convertible & Income 2024 Target Term Fund as of Q2 2020.

Based on Contravisory Investment Management's 13F filing for Q2 2020, filed 9 Jul 2020.