FGC
VGI

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

Financial Gravity Companies’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
2018
Q1 		– Sell
-200
Closed -$3K – 1660
2017
Q4 		$3K Buy
+200
New +$3.61K ﹤0.01% 875

Other funds holding VGI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Financial Gravity Companies's VGI Position: Q1 2018 in Review

Financial Gravity Companies sold out of Virtus Global Multi-Sector Income Fund (VGI) in Q1 2018, closing a stake of 200 shares — an estimated $3K sold.

Financial Gravity Companies first reported a position in VGI in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 27 funds tracked by Wall St. Rank hold VGI as of Q1 2018.

  • Financial Gravity Companies reported no remaining Virtus Global Multi-Sector Income Fund position as of Q1 2018 after selling out during the quarter.
  • Financial Gravity Companies sold 200 Virtus Global Multi-Sector Income Fund shares in Q1 2018, an estimated $3K.
  • Financial Gravity Companies first reported a position in Virtus Global Multi-Sector Income Fund in Q4 2017 and held it in 1 quarter.
  • Financial Gravity Companies's Virtus Global Multi-Sector Income Fund position peaked at $3K in Q4 2017.
  • 27 funds tracked by Wall St. Rank held Virtus Global Multi-Sector Income Fund as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.