BFC
NFJ

Bedel Financial Consulting’s Virtus Dividend, Interest & Premium Strategy Fund NFJ Stock Holding History

Bedel Financial Consulting’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
2018
Q4 		– Sell
-1,200
Closed -$14K – 701
2018
Q3 		$14K Buy
+1,200
New +$15.5K 0.01% 433

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PPA
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GC
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Stifel Financial
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AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Bedel Financial Consulting's NFJ Position: Q4 2018 in Review

Bedel Financial Consulting sold out of Virtus Dividend, Interest & Premium Strategy Fund (NFJ) in Q4 2018, closing a stake of 1,200 shares — an estimated $14K sold.

Bedel Financial Consulting first reported a position in NFJ in Q3 2018 and held it in 1 quarter. The position peaked at $14K in Q3 2018. 107 funds tracked by Wall St. Rank hold NFJ as of Q4 2018.

  • Bedel Financial Consulting reported no remaining Virtus Dividend, Interest & Premium Strategy Fund position as of Q4 2018 after selling out during the quarter.
  • Bedel Financial Consulting sold 1,200 Virtus Dividend, Interest & Premium Strategy Fund shares in Q4 2018, an estimated $14K.
  • Bedel Financial Consulting first reported a position in Virtus Dividend, Interest & Premium Strategy Fund in Q3 2018 and held it in 1 quarter.
  • Bedel Financial Consulting's Virtus Dividend, Interest & Premium Strategy Fund position peaked at $14K in Q3 2018.
  • 107 funds tracked by Wall St. Rank held Virtus Dividend, Interest & Premium Strategy Fund as of Q4 2018.

Based on Bedel Financial Consulting's 13F filing for Q4 2018, filed 28 Jan 2019.