GWM
NIE

Gupta Wealth Management’s Virtus Equity & Convertible Income Fund NIE Stock Holding History

Gupta Wealth Management’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
2016
Q1 		– Sell
-1,700
Closed -$31K – 1238
2015
Q4 		$31K Buy
+1,700
New +$31.1K 0.01% 555

Other funds holding NIE

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gupta Wealth Management's NIE Position: Q1 2016 in Review

Gupta Wealth Management sold out of Virtus Equity & Convertible Income Fund (NIE) in Q1 2016, closing a stake of 1,700 shares — an estimated $31K sold.

Gupta Wealth Management first reported a position in NIE in Q4 2015 and held it in 1 quarter. The position peaked at $31K in Q4 2015. 53 funds tracked by Wall St. Rank hold NIE as of Q1 2016.

  • Gupta Wealth Management reported no remaining Virtus Equity & Convertible Income Fund position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 1,700 Virtus Equity & Convertible Income Fund shares in Q1 2016, an estimated $31K.
  • Gupta Wealth Management first reported a position in Virtus Equity & Convertible Income Fund in Q4 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Virtus Equity & Convertible Income Fund position peaked at $31K in Q4 2015.
  • 53 funds tracked by Wall St. Rank held Virtus Equity & Convertible Income Fund as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.