Ancora Advisors’s Virtus Equity & Convertible Income Fund NIE Stock Holding History

Ancora Advisors’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
2022 Q4	–	Sell	-958	Closed	-$19K	–	1895
2022 Q3	$19K	Hold	958	–	–	﹤0.01%	1360
2022 Q2	$20K	Hold	958	–	–	﹤0.01%	1437
2022 Q1	$26K	Hold	958	–	–	﹤0.01%	1473
2021 Q4	$29K	Hold	958	–	–	﹤0.01%	1459
2021 Q3	$28K	Hold	958	–	–	﹤0.01%	1379
2021 Q2	$29K	Hold	958	–	–	﹤0.01%	1244
2021 Q1	$27K	Hold	958	–	–	﹤0.01%	1219
2020 Q4	$27K	Sell	958 -166	-15%	-$4.38K	﹤0.01%	1010
2020 Q3	$27K	Hold	1,124	–	–	﹤0.01%	965
2020 Q2	$26K	Hold	1,124	–	–	﹤0.01%	946
2020 Q1	$21K	Hold	1,124	–	–	﹤0.01%	1046
2019 Q4	$26K	Buy	+1,124	New	+$24.9K	﹤0.01%	1024
2018 Q4	–	Sell	-166	Closed	-$4K	–	998
2018 Q3	$4K	Buy	+166	New	+$3.84K	﹤0.01%	1270
2017 Q1	–	Sell	-166	Closed	-$3K	–	932
2016 Q4	$3K	Buy	+166	New	+$3.06K	﹤0.01%	1158

Other funds holding NIE

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ancora Advisors's NIE Position: Q4 2022 in Review

Ancora Advisors sold out of Virtus Equity & Convertible Income Fund (NIE) in Q4 2022, closing a stake of 958 shares — an estimated $19K sold.

Ancora Advisors first reported a position in NIE in Q4 2016 and held it in 14 quarters. The position peaked at $29K in Q4 2021. 72 funds tracked by Wall St. Rank hold NIE as of Q4 2022.

Ancora Advisors reported no remaining Virtus Equity & Convertible Income Fund position as of Q4 2022 after selling out during the quarter.
Ancora Advisors sold 958 Virtus Equity & Convertible Income Fund shares in Q4 2022, an estimated $19K.
Ancora Advisors first reported a position in Virtus Equity & Convertible Income Fund in Q4 2016 and held it in 14 quarters.
Ancora Advisors's Virtus Equity & Convertible Income Fund position peaked at $29K in Q4 2021.
72 funds tracked by Wall St. Rank held Virtus Equity & Convertible Income Fund as of Q4 2022.

Based on Ancora Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.