AFNAS
NIE

American Financial Network Advisory Services’s Virtus Equity & Convertible Income Fund NIE Stock Holding History

American Financial Network Advisory Services’s Portfolio NIE Stock Details NIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-180
Closed -$4K – 433
2017
Q4 		$4K Buy
+180
New +$3.77K ﹤0.01% 582

Other funds holding NIE

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

American Financial Network Advisory Services's NIE Position: Q1 2018 in Review

American Financial Network Advisory Services sold out of Virtus Equity & Convertible Income Fund (NIE) in Q1 2018, closing a stake of 180 shares — an estimated $4K sold.

American Financial Network Advisory Services first reported a position in NIE in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 62 funds tracked by Wall St. Rank hold NIE as of Q1 2018.

  • American Financial Network Advisory Services reported no remaining Virtus Equity & Convertible Income Fund position as of Q1 2018 after selling out during the quarter.
  • American Financial Network Advisory Services sold 180 Virtus Equity & Convertible Income Fund shares in Q1 2018, an estimated $4K.
  • American Financial Network Advisory Services first reported a position in Virtus Equity & Convertible Income Fund in Q4 2017 and held it in 1 quarter.
  • American Financial Network Advisory Services's Virtus Equity & Convertible Income Fund position peaked at $4K in Q4 2017.
  • 62 funds tracked by Wall St. Rank held Virtus Equity & Convertible Income Fund as of Q1 2018.

Based on American Financial Network Advisory Services's 13F filing for Q1 2018, filed 15 May 2018.