1WA
NCZ

180 Wealth Advisors’s Virtus Convertible & Income Fund II NCZ Stock Holding History

180 Wealth Advisors’s Portfolio NCZ Stock Details NCZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-2,750
Closed -$49K – 283
2020
Q2 		$49K Buy
+2,750
New +$39.6K 0.02% 261

Other funds holding NCZ

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

180 Wealth Advisors's NCZ Position: Q3 2020 in Review

180 Wealth Advisors sold out of Virtus Convertible & Income Fund II (NCZ) in Q3 2020, closing a stake of 2,750 shares — an estimated $49K sold.

180 Wealth Advisors first reported a position in NCZ in Q2 2020 and held it in 1 quarter. The position peaked at $49K in Q2 2020. 49 funds tracked by Wall St. Rank hold NCZ as of Q3 2020.

  • 180 Wealth Advisors reported no remaining Virtus Convertible & Income Fund II position as of Q3 2020 after selling out during the quarter.
  • 180 Wealth Advisors sold 2,750 Virtus Convertible & Income Fund II shares in Q3 2020, an estimated $49K.
  • 180 Wealth Advisors first reported a position in Virtus Convertible & Income Fund II in Q2 2020 and held it in 1 quarter.
  • 180 Wealth Advisors's Virtus Convertible & Income Fund II position peaked at $49K in Q2 2020.
  • 49 funds tracked by Wall St. Rank held Virtus Convertible & Income Fund II as of Q3 2020.

Based on 180 Wealth Advisors's 13F filing for Q3 2020, filed 23 Oct 2020.