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Royal Fund Management’s Virtus Newfleet Short Duration High Yield Bond ETF VSHY Stock Holding History

Royal Fund Management’s Portfolio VSHY Stock Details VSHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-270
Closed -$6K – 683
2018
Q4 		$6K Buy
+270
New +$6.46K ﹤0.01% 397

Other funds holding VSHY

ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
SFA
Semmax Financial Advisors Winston Salem, North Carolina $388M AUM 14.23% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
GWMIA
Global Wealth Management Investment Advisory Fort Lauderdale, Florida $703M AUM 20.48% 1-Year Est. Return

Royal Fund Management's VSHY Position: Q1 2019 in Review

Royal Fund Management sold out of Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) in Q1 2019, closing a stake of 270 shares — an estimated $6K sold.

Royal Fund Management first reported a position in VSHY in Q4 2018 and held it in 1 quarter. The position peaked at $6K in Q4 2018. 20 funds tracked by Wall St. Rank hold VSHY as of Q1 2019.

  • Royal Fund Management reported no remaining Virtus Newfleet Short Duration High Yield Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Royal Fund Management sold 270 Virtus Newfleet Short Duration High Yield Bond ETF shares in Q1 2019, an estimated $6K.
  • Royal Fund Management first reported a position in Virtus Newfleet Short Duration High Yield Bond ETF in Q4 2018 and held it in 1 quarter.
  • Royal Fund Management's Virtus Newfleet Short Duration High Yield Bond ETF position peaked at $6K in Q4 2018.
  • 20 funds tracked by Wall St. Rank held Virtus Newfleet Short Duration High Yield Bond ETF as of Q1 2019.

Based on Royal Fund Management's 13F filing for Q1 2019, filed 11 May 2020.