HFS
ZTR

HL Financial Services’s Virtus Total Return Fund ZTR Stock Holding History

HL Financial Services’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
2019
Q1 		$204K Buy
+19,011
New +$194K ﹤0.01% 704

Other funds holding ZTR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

HL Financial Services's ZTR Position: Q1 2019 in Review

HL Financial Services opened a new position in Virtus Total Return Fund (ZTR) in Q1 2019: 19,011 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #704 among its holdings.

34 funds tracked by Wall St. Rank hold ZTR as of Q1 2019.

  • HL Financial Services held 19,011 shares of Virtus Total Return Fund worth $204K as of Q1 2019.
  • Virtus Total Return Fund was a new HL Financial Services position in Q1 2019.
  • Virtus Total Return Fund made up ﹤0.01% of HL Financial Services's portfolio in Q1 2019, its #704 holding.
  • 34 funds tracked by Wall St. Rank held Virtus Total Return Fund as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.