PWAG
ZTR

Polaris Wealth Advisory Group’s Virtus Total Return Fund ZTR Stock Holding History

Polaris Wealth Advisory Group’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
2018
Q4 		– Sell
-551
Closed -$6K – 483
2018
Q3 		$6K Buy
+551
New +$6.42K ﹤0.01% 441

Other funds holding ZTR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Polaris Wealth Advisory Group's ZTR Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Virtus Total Return Fund (ZTR) in Q4 2018, closing a stake of 551 shares — an estimated $6K sold.

Polaris Wealth Advisory Group first reported a position in ZTR in Q3 2018 and held it in 1 quarter. The position peaked at $6K in Q3 2018. 39 funds tracked by Wall St. Rank hold ZTR as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Virtus Total Return Fund position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 551 Virtus Total Return Fund shares in Q4 2018, an estimated $6K.
  • Polaris Wealth Advisory Group first reported a position in Virtus Total Return Fund in Q3 2018 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Virtus Total Return Fund position peaked at $6K in Q3 2018.
  • 39 funds tracked by Wall St. Rank held Virtus Total Return Fund as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.