IA
NIE

IFP Advisors’s Virtus Equity & Convertible Income Fund NIE Stock Holding History

IFP Advisors’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
2023
Q1 		– Sell
-7
Closed -$1K – 4066
2022
Q4 		$1K Sell
7
-8
-53% -$166 ﹤0.01% 4414
2022
Q3 		$1K Hold
15
– – ﹤0.01% 4619
2022
Q2 		$1K Hold
15
– – ﹤0.01% 4396
2022
Q1 		$1K Buy
+15
New +$404 ﹤0.01% 4395
2019
Q1 		$34K Sell
1,570
-1,347
-46% -$27.8K ﹤0.01% 1126
2018
Q4 		$54K Buy
2,917
+100
+4% +$2.03K ﹤0.01% 1566
2018
Q3 		$65K Hold
2,817
– – ﹤0.01% 1747
2018
Q2 		$63K Buy
2,817
+333
+13% +$7.18K ﹤0.01% 1778
2018
Q1 		$52K Hold
2,484
– – ﹤0.01% 1789
2017
Q4 		$52K Sell
2,484
-950
-28% -$19.9K ﹤0.01% 1805
2017
Q3 		$71K Hold
3,434
– – ﹤0.01% 1772
2017
Q2 		$68K Hold
3,434
– – ﹤0.01% 1767
2017
Q1 		$66K Buy
3,434
+2,095
+156% +$40.2K ﹤0.01% 1756
2016
Q4 		$25K Hold
1,339
– – ﹤0.01% 2308
2016
Q3 		$25K Hold
1,339
– – ﹤0.01% 2263
2016
Q2 		$25K Sell
1,339
-231
-15% -$4.18K ﹤0.01% 2201
2016
Q1 		$34K Buy
1,570
+231
+17% +$3.97K ﹤0.01% 1126
2015
Q4 		$24K Buy
+1,339
New +$24.5K ﹤0.01% 2058

Other funds holding NIE

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFP Advisors's NIE Position: Q1 2023 in Review

IFP Advisors sold out of Virtus Equity & Convertible Income Fund (NIE) in Q1 2023, closing a stake of 7 shares — an estimated $1K sold.

IFP Advisors first reported a position in NIE in Q4 2015 and held it in 18 quarters. The position peaked at $71K in Q3 2017. 68 funds tracked by Wall St. Rank hold NIE as of Q1 2023.

  • IFP Advisors reported no remaining Virtus Equity & Convertible Income Fund position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 7 Virtus Equity & Convertible Income Fund shares in Q1 2023, an estimated $1K.
  • IFP Advisors first reported a position in Virtus Equity & Convertible Income Fund in Q4 2015 and held it in 18 quarters.
  • IFP Advisors's Virtus Equity & Convertible Income Fund position peaked at $71K in Q3 2017.
  • 68 funds tracked by Wall St. Rank held Virtus Equity & Convertible Income Fund as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.