PWPS
VGI

Pinnacle Wealth Planning Services’s Virtus Global Multi-Sector Income Fund VGI Stock Holding History

Pinnacle Wealth Planning Services’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
2021
Q1 		– Sell
-516
Closed -$6K – 1877
2020
Q4 		$6K Buy
+516
New +$5.84K ﹤0.01% 1612

Other funds holding VGI

CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pinnacle Wealth Planning Services's VGI Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Virtus Global Multi-Sector Income Fund (VGI) in Q1 2021, closing a stake of 516 shares — an estimated $6K sold.

Pinnacle Wealth Planning Services first reported a position in VGI in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 33 funds tracked by Wall St. Rank hold VGI as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Virtus Global Multi-Sector Income Fund position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 516 Virtus Global Multi-Sector Income Fund shares in Q1 2021, an estimated $6K.
  • Pinnacle Wealth Planning Services first reported a position in Virtus Global Multi-Sector Income Fund in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Virtus Global Multi-Sector Income Fund position peaked at $6K in Q4 2020.
  • 33 funds tracked by Wall St. Rank held Virtus Global Multi-Sector Income Fund as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.