AWG
NFJ

Altus Wealth Group’s Virtus Dividend, Interest & Premium Strategy Fund NFJ Stock Holding History

Altus Wealth Group’s Portfolio NFJ Stock Details NFJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-760
Closed -$10K – 560
2020
Q4 		$10K Buy
+760
New +$9.58K 0.01% 526

Other funds holding NFJ

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Altus Wealth Group's NFJ Position: Q1 2021 in Review

Altus Wealth Group sold out of Virtus Dividend, Interest & Premium Strategy Fund (NFJ) in Q1 2021, closing a stake of 760 shares — an estimated $10K sold.

Altus Wealth Group first reported a position in NFJ in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 114 funds tracked by Wall St. Rank hold NFJ as of Q1 2021.

  • Altus Wealth Group reported no remaining Virtus Dividend, Interest & Premium Strategy Fund position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 760 Virtus Dividend, Interest & Premium Strategy Fund shares in Q1 2021, an estimated $10K.
  • Altus Wealth Group first reported a position in Virtus Dividend, Interest & Premium Strategy Fund in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's Virtus Dividend, Interest & Premium Strategy Fund position peaked at $10K in Q4 2020.
  • 114 funds tracked by Wall St. Rank held Virtus Dividend, Interest & Premium Strategy Fund as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.