VWA
ZF

V Wealth Advisors’s Virtus Total Return Fund Inc. ZF Stock Holding History

V Wealth Advisors’s Portfolio ZF Stock Details ZF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-978
Closed -$12K – 791
2017
Q2 		$12K Buy
+978
New +$11.6K 0.01% 542

Other funds holding ZF

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
WPA
Winning Points Advisors Boca Raton, Florida $74.8M AUM

V Wealth Advisors's ZF Position: Q3 2017 in Review

V Wealth Advisors sold out of Virtus Total Return Fund Inc. (ZF) in Q3 2017, closing a stake of 978 shares — an estimated $12K sold.

V Wealth Advisors first reported a position in ZF in Q2 2017 and held it in 1 quarter. The position peaked at $12K in Q2 2017. 37 funds tracked by Wall St. Rank hold ZF as of Q3 2017.

  • V Wealth Advisors reported no remaining Virtus Total Return Fund Inc. position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 978 Virtus Total Return Fund Inc. shares in Q3 2017, an estimated $12K.
  • V Wealth Advisors first reported a position in Virtus Total Return Fund Inc. in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's Virtus Total Return Fund Inc. position peaked at $12K in Q2 2017.
  • 37 funds tracked by Wall St. Rank held Virtus Total Return Fund Inc. as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.