FGC
NFJ

Financial Gravity Companies’s Virtus Dividend, Interest & Premium Strategy Fund NFJ Stock Holding History

Financial Gravity Companies’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
Q1 		– Sell
-56
Closed -$1K – 1553
2017
Q4 		$1K Buy
+56
New +$748 ﹤0.01% 1170

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GC
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SCM
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RVPG
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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
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

Financial Gravity Companies's NFJ Position: Q1 2018 in Review

Financial Gravity Companies sold out of Virtus Dividend, Interest & Premium Strategy Fund (NFJ) in Q1 2018, closing a stake of 56 shares — an estimated $1K sold.

Financial Gravity Companies first reported a position in NFJ in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 107 funds tracked by Wall St. Rank hold NFJ as of Q1 2018.

  • Financial Gravity Companies reported no remaining Virtus Dividend, Interest & Premium Strategy Fund position as of Q1 2018 after selling out during the quarter.
  • Financial Gravity Companies sold 56 Virtus Dividend, Interest & Premium Strategy Fund shares in Q1 2018, an estimated $1K.
  • Financial Gravity Companies first reported a position in Virtus Dividend, Interest & Premium Strategy Fund in Q4 2017 and held it in 1 quarter.
  • Financial Gravity Companies's Virtus Dividend, Interest & Premium Strategy Fund position peaked at $1K in Q4 2017.
  • 107 funds tracked by Wall St. Rank held Virtus Dividend, Interest & Premium Strategy Fund as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.