GFP
NIE

Gryphon Financial Partners’s Virtus Equity & Convertible Income Fund NIE Stock Holding History

Gryphon Financial Partners’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
2019
Q1 		– Sell
-34,325
Closed -$762K – 155
2018
Q4 		$762K Buy
+34,325
New +$697K 0.19% 82

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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SDWIA
Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $482M AUM 18.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Gryphon Financial Partners's NIE Position: Q1 2019 in Review

Gryphon Financial Partners sold out of Virtus Equity & Convertible Income Fund (NIE) in Q1 2019, closing a stake of 34,325 shares — an estimated $762K sold.

Gryphon Financial Partners first reported a position in NIE in Q4 2018 and held it in 1 quarter. The position peaked at $762K in Q4 2018. 56 funds tracked by Wall St. Rank hold NIE as of Q1 2019.

  • Gryphon Financial Partners reported no remaining Virtus Equity & Convertible Income Fund position as of Q1 2019 after selling out during the quarter.
  • Gryphon Financial Partners sold 34,325 Virtus Equity & Convertible Income Fund shares in Q1 2019, an estimated $762K.
  • Gryphon Financial Partners first reported a position in Virtus Equity & Convertible Income Fund in Q4 2018 and held it in 1 quarter.
  • Gryphon Financial Partners's Virtus Equity & Convertible Income Fund position peaked at $762K in Q4 2018.
  • 56 funds tracked by Wall St. Rank held Virtus Equity & Convertible Income Fund as of Q1 2019.

Based on Gryphon Financial Partners's 13F filing for Q1 2019, filed 7 May 2019.