IFA
NIE

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

Interactive Financial 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
2019
Q3 		– Sell
-700
Closed -$15K – 130
2019
Q2 		$15K Buy
+700
New +$15K 0.01% 126

Other funds holding NIE

AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SDWIA
Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $524M AUM 25.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Interactive Financial Advisors's NIE Position: Q3 2019 in Review

Interactive Financial Advisors sold out of Virtus Equity & Convertible Income Fund (NIE) in Q3 2019, closing a stake of 700 shares — an estimated $15K sold.

Interactive Financial Advisors first reported a position in NIE in Q2 2019 and held it in 1 quarter. The position peaked at $15K in Q2 2019. 59 funds tracked by Wall St. Rank hold NIE as of Q3 2019.

  • Interactive Financial Advisors reported no remaining Virtus Equity & Convertible Income Fund position as of Q3 2019 after selling out during the quarter.
  • Interactive Financial Advisors sold 700 Virtus Equity & Convertible Income Fund shares in Q3 2019, an estimated $15K.
  • Interactive Financial Advisors first reported a position in Virtus Equity & Convertible Income Fund in Q2 2019 and held it in 1 quarter.
  • Interactive Financial Advisors's Virtus Equity & Convertible Income Fund position peaked at $15K in Q2 2019.
  • 59 funds tracked by Wall St. Rank held Virtus Equity & Convertible Income Fund as of Q3 2019.

Based on Interactive Financial Advisors's 13F filing for Q3 2019, filed 24 Oct 2019.