MA
NFJ

MONECO Advisors’s Virtus Dividend, Interest & Premium Strategy Fund NFJ Stock Holding History

MONECO Advisors’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
Q1 		– Sell
-19,872
Closed -$263K – 143
2019
Q4 		$263K Buy
+19,872
New +$251K 0.19% 120

Other funds holding NFJ

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RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

MONECO Advisors's NFJ Position: Q1 2020 in Review

MONECO Advisors sold out of Virtus Dividend, Interest & Premium Strategy Fund (NFJ) in Q1 2020, closing a stake of 19,872 shares — an estimated $263K sold.

MONECO Advisors first reported a position in NFJ in Q4 2019 and held it in 1 quarter. The position peaked at $263K in Q4 2019. 112 funds tracked by Wall St. Rank hold NFJ as of Q1 2020.

  • MONECO Advisors reported no remaining Virtus Dividend, Interest & Premium Strategy Fund position as of Q1 2020 after selling out during the quarter.
  • MONECO Advisors sold 19,872 Virtus Dividend, Interest & Premium Strategy Fund shares in Q1 2020, an estimated $263K.
  • MONECO Advisors first reported a position in Virtus Dividend, Interest & Premium Strategy Fund in Q4 2019 and held it in 1 quarter.
  • MONECO Advisors's Virtus Dividend, Interest & Premium Strategy Fund position peaked at $263K in Q4 2019.
  • 112 funds tracked by Wall St. Rank held Virtus Dividend, Interest & Premium Strategy Fund as of Q1 2020.

Based on MONECO Advisors's 13F filing for Q1 2020, filed 11 May 2020.