RIA
ZTR

Realta Investment Advisors’s Virtus Total Return Fund ZTR Stock Holding History

Realta Investment Advisors’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
Q3 		– Sell
-1
Closed – – 1819
2019
Q2 		$0 Buy
+1
New +$11 ﹤0.01% 1823

Other funds holding ZTR

CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Realta Investment Advisors's ZTR Position: Q3 2019 in Review

Realta Investment Advisors sold out of Virtus Total Return Fund (ZTR) in Q3 2019, closing a stake of 1 share.

Realta Investment Advisors first reported a position in ZTR in Q2 2019 and held it in 1 quarter. The position peaked at $0 in Q2 2019. 34 funds tracked by Wall St. Rank hold ZTR as of Q3 2019.

  • Realta Investment Advisors reported no remaining Virtus Total Return Fund position as of Q3 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 1 Virtus Total Return Fund share in Q3 2019.
  • Realta Investment Advisors first reported a position in Virtus Total Return Fund in Q2 2019 and held it in 1 quarter.
  • Realta Investment Advisors's Virtus Total Return Fund position peaked at $0 in Q2 2019.
  • 34 funds tracked by Wall St. Rank held Virtus Total Return Fund as of Q3 2019.

Based on Realta Investment Advisors's 13F filing for Q3 2019, filed 18 Oct 2019.