JWCA
NFLT icon

J.W. Cole Advisors’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

J.W. Cole Advisors’s Portfolio NFLT Stock Details NFLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-9,026
Closed -$223K – 361
2019
Q4 		$223K Buy
+9,026
New +$222K 0.03% 499

Other funds holding NFLT

PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

J.W. Cole Advisors's NFLT Position: Q1 2020 in Review

J.W. Cole Advisors sold out of Virtus Newfleet Multi-Sector Bond ETF (NFLT) in Q1 2020, closing a stake of 9,026 shares — an estimated $223K sold.

J.W. Cole Advisors first reported a position in NFLT in Q4 2019 and held it in 1 quarter. The position peaked at $223K in Q4 2019. 25 funds tracked by Wall St. Rank hold NFLT as of Q1 2020.

  • J.W. Cole Advisors reported no remaining Virtus Newfleet Multi-Sector Bond ETF position as of Q1 2020 after selling out during the quarter.
  • J.W. Cole Advisors sold 9,026 Virtus Newfleet Multi-Sector Bond ETF shares in Q1 2020, an estimated $223K.
  • J.W. Cole Advisors first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q4 2019 and held it in 1 quarter.
  • J.W. Cole Advisors's Virtus Newfleet Multi-Sector Bond ETF position peaked at $223K in Q4 2019.
  • 25 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q1 2020.

Based on J.W. Cole Advisors's 13F filing for Q1 2020, filed 7 May 2020.