Stifel Financial
DCA

Stifel Financial’s Virtus Total Return Fund DCA Stock Holding History

Stifel Financial’s Portfolio DCA Stock Details DCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
2017
Q1 		$775K Buy
2016
Q3 		– Sell
2016
Q2 		$66K Buy