FGAM
VGI

Financial Gravity Asset Management’s Virtus Global Multi-Sector Income Fund VGI Stock Holding History

Financial Gravity Asset Management’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
2019
Q3 		– Sell
-117
Closed -$1K – 1570
2019
Q2 		$1K Buy
+117
New +$1.46K ﹤0.01% 1138

Other funds holding VGI

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Financial Gravity Asset Management's VGI Position: Q3 2019 in Review

Financial Gravity Asset Management sold out of Virtus Global Multi-Sector Income Fund (VGI) in Q3 2019, closing a stake of 117 shares — an estimated $1K sold.

Financial Gravity Asset Management first reported a position in VGI in Q2 2019 and held it in 1 quarter. The position peaked at $1K in Q2 2019. 23 funds tracked by Wall St. Rank hold VGI as of Q3 2019.

  • Financial Gravity Asset Management reported no remaining Virtus Global Multi-Sector Income Fund position as of Q3 2019 after selling out during the quarter.
  • Financial Gravity Asset Management sold 117 Virtus Global Multi-Sector Income Fund shares in Q3 2019, an estimated $1K.
  • Financial Gravity Asset Management first reported a position in Virtus Global Multi-Sector Income Fund in Q2 2019 and held it in 1 quarter.
  • Financial Gravity Asset Management's Virtus Global Multi-Sector Income Fund position peaked at $1K in Q2 2019.
  • 23 funds tracked by Wall St. Rank held Virtus Global Multi-Sector Income Fund as of Q3 2019.

Based on Financial Gravity Asset Management's 13F filing for Q3 2019, filed 15 Oct 2019.