FMP
ZTR

Financial Management Professionals’s Virtus Total Return Fund ZTR Stock Holding History

Financial Management Professionals’s Portfolio ZTR Stock Details ZTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-172
Closed -$1K – 653
2020
Q2 		$1K Hold
172
– – ﹤0.01% 585
2020
Q1 		$1K Hold
172
– – ﹤0.01% 293
2019
Q4 		$2K Buy
+172
New +$1.91K ﹤0.01% 293

Other funds holding ZTR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Financial Management Professionals's ZTR Position: Q3 2020 in Review

Financial Management Professionals sold out of Virtus Total Return Fund (ZTR) in Q3 2020, closing a stake of 172 shares — an estimated $1K sold.

Financial Management Professionals first reported a position in ZTR in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 61 funds tracked by Wall St. Rank hold ZTR as of Q3 2020.

  • Financial Management Professionals reported no remaining Virtus Total Return Fund position as of Q3 2020 after selling out during the quarter.
  • Financial Management Professionals sold 172 Virtus Total Return Fund shares in Q3 2020, an estimated $1K.
  • Financial Management Professionals first reported a position in Virtus Total Return Fund in Q4 2019 and held it in 3 quarters.
  • Financial Management Professionals's Virtus Total Return Fund position peaked at $2K in Q4 2019.
  • 61 funds tracked by Wall St. Rank held Virtus Total Return Fund as of Q3 2020.

Based on Financial Management Professionals's 13F filing for Q3 2020, filed 26 Oct 2020.