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

USAdvisors 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
2019 Q1	–	Sell	-13,022	Closed	-$242K	–	50
2018 Q4	$242K	Buy	13,022 +449	+4%	+$9.12K	0.2%	36
2018 Q3	$289K	Hold	12,573	–	–	0.21%	51
2018 Q2	$279K	Buy	12,573 +10	+0.1%	+$216	0.21%	54
2018 Q1	$260K	Buy	12,563 +21	+0.2%	+$452	0.21%	46
2017 Q4	$265K	Buy	+12,542	New	+$262K	0.23%	43

Other funds holding NIE

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SDWIA

Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $482M AUM 18.94% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

USAdvisors Wealth Management's NIE Position: Q1 2019 in Review

USAdvisors Wealth Management sold out of Virtus Equity & Convertible Income Fund (NIE) in Q1 2019, closing a stake of 13,022 shares — an estimated $242K sold.

USAdvisors Wealth Management first reported a position in NIE in Q4 2017 and held it in 5 quarters. The position peaked at $289K in Q3 2018. 56 funds tracked by Wall St. Rank hold NIE as of Q1 2019.

USAdvisors Wealth Management reported no remaining Virtus Equity & Convertible Income Fund position as of Q1 2019 after selling out during the quarter.
USAdvisors Wealth Management sold 13,022 Virtus Equity & Convertible Income Fund shares in Q1 2019, an estimated $242K.
USAdvisors Wealth Management first reported a position in Virtus Equity & Convertible Income Fund in Q4 2017 and held it in 5 quarters.
USAdvisors Wealth Management's Virtus Equity & Convertible Income Fund position peaked at $289K in Q3 2018.
56 funds tracked by Wall St. Rank held Virtus Equity & Convertible Income Fund as of Q1 2019.

Based on USAdvisors Wealth Management's 13F filing for Q1 2019, filed 6 May 2019.