NEXT Financial Holdings’s Virtus Convertible & Income Fund NCV Stock Holding History

NEXT Financial Holdings’s Portfolio NCV Stock Details NCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$69K	Buy	+2,675	New	+$66.1K	0.02%	646

Other funds holding NCV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

NEXT Financial Holdings's NCV Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Virtus Convertible & Income Fund (NCV) in Q1 2019: 2,675 shares worth $69K. The stake represents 0.02% of the portfolio and ranks #646 among its holdings.

67 funds tracked by Wall St. Rank hold NCV as of Q1 2019.

NEXT Financial Holdings held 2,675 shares of Virtus Convertible & Income Fund worth $69K as of Q1 2019.
Virtus Convertible & Income Fund was a new NEXT Financial Holdings position in Q1 2019.
Virtus Convertible & Income Fund made up 0.02% of NEXT Financial Holdings's portfolio in Q1 2019, its #646 holding.
67 funds tracked by Wall St. Rank held Virtus Convertible & Income Fund as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.