Cypress Wealth Advisors’s Virtus Global Multi-Sector Income Fund VGI Stock Holding History

Cypress Wealth 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
2017 Q1	–	Sell	-401,492	Closed	-$3.98M	–	222
2016 Q4	$3.98M	Buy	401,492 +329,199	+455%	+$5.03M	1.82%	10
2016 Q3	$695K	Buy	72,293 +18,243	+34%	+$287K	0.31%	71
2016 Q2	$522K	Buy	54,050 +43,788	+427%	+$640K	0.26%	88
2016 Q1	$99K	Buy	+10,262	New	+$136K	0.05%	196

Other funds holding VGI

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

Cypress Wealth Advisors's VGI Position: Q1 2017 in Review

Cypress Wealth Advisors sold out of Virtus Global Multi-Sector Income Fund (VGI) in Q1 2017, closing a stake of 401,492 shares — an estimated $3.98M sold.

Cypress Wealth Advisors first reported a position in VGI in Q1 2016 and held it in 4 quarters. The position peaked at $3.98M in Q4 2016. 26 funds tracked by Wall St. Rank hold VGI as of Q1 2017.

Cypress Wealth Advisors reported no remaining Virtus Global Multi-Sector Income Fund position as of Q1 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 401,492 Virtus Global Multi-Sector Income Fund shares in Q1 2017, an estimated $3.98M.
Cypress Wealth Advisors first reported a position in Virtus Global Multi-Sector Income Fund in Q1 2016 and held it in 4 quarters.
Cypress Wealth Advisors's Virtus Global Multi-Sector Income Fund position peaked at $3.98M in Q4 2016.
26 funds tracked by Wall St. Rank held Virtus Global Multi-Sector Income Fund as of Q1 2017.

Based on Cypress Wealth Advisors's 13F filing for Q1 2017, filed 16 May 2017.