IA
DCA

IFP Advisors’s Virtus Total Return Fund DCA Stock Holding History

IFP Advisors’s Portfolio DCA Stock Details DCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-21
Closed – – 4436
2017
Q1 		$0 Sell
21
-1,547
-99% -$7K ﹤0.01% 4377
2016
Q4 		$7K Hold
1,568
– – ﹤0.01% 3173
2016
Q3 		$7K Hold
1,568
– – ﹤0.01% 3111
2016
Q2 		$7K Buy
+1,568
New +$6.79K ﹤0.01% 2999
2016
Q1 		– Sell
-1,765
Closed -$7K – 4575
2015
Q4 		$7K Buy
+1,765
New +$6.83K ﹤0.01% 2834

IFP Advisors's DCA Position: Q2 2017 in Review

IFP Advisors sold out of Virtus Total Return Fund (DCA) in Q2 2017, closing a stake of 21 shares.

IFP Advisors first reported a position in DCA in Q4 2015 and held it in 5 quarters. The position peaked at $7K in Q4 2016. 0 funds tracked by Wall St. Rank hold DCA as of Q2 2017.

  • IFP Advisors reported no remaining Virtus Total Return Fund position as of Q2 2017 after selling out during the quarter.
  • IFP Advisors sold 21 Virtus Total Return Fund shares in Q2 2017.
  • IFP Advisors first reported a position in Virtus Total Return Fund in Q4 2015 and held it in 5 quarters.
  • IFP Advisors's Virtus Total Return Fund position peaked at $7K in Q4 2016.
  • 0 funds tracked by Wall St. Rank held Virtus Total Return Fund as of Q2 2017.

Based on IFP Advisors's 13F filing for Q2 2017, filed 31 Jul 2017.