FFA
NFJ

Founders Financial Alliance’s Virtus Dividend, Interest & Premium Strategy Fund NFJ Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-7,603
Closed -$89K – 952
2020
Q3 		$89K Buy
+7,603
New +$91.2K 0.05% 285

Other funds holding NFJ

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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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Founders Financial Alliance's NFJ Position: Q4 2020 in Review

Founders Financial Alliance sold out of Virtus Dividend, Interest & Premium Strategy Fund (NFJ) in Q4 2020, closing a stake of 7,603 shares — an estimated $89K sold.

Founders Financial Alliance first reported a position in NFJ in Q3 2020 and held it in 1 quarter. The position peaked at $89K in Q3 2020. 118 funds tracked by Wall St. Rank hold NFJ as of Q4 2020.

  • Founders Financial Alliance reported no remaining Virtus Dividend, Interest & Premium Strategy Fund position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 7,603 Virtus Dividend, Interest & Premium Strategy Fund shares in Q4 2020, an estimated $89K.
  • Founders Financial Alliance first reported a position in Virtus Dividend, Interest & Premium Strategy Fund in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Virtus Dividend, Interest & Premium Strategy Fund position peaked at $89K in Q3 2020.
  • 118 funds tracked by Wall St. Rank held Virtus Dividend, Interest & Premium Strategy Fund as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.