VWA
NIE

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

V Wealth 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
2017
Q3 		– Sell
-1,154
Closed -$23K – 531
2017
Q2 		$23K Buy
+1,154
New +$22.7K 0.01% 431

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

V Wealth Advisors's NIE Position: Q3 2017 in Review

V Wealth Advisors sold out of Virtus Equity & Convertible Income Fund (NIE) in Q3 2017, closing a stake of 1,154 shares — an estimated $23K sold.

V Wealth Advisors first reported a position in NIE in Q2 2017 and held it in 1 quarter. The position peaked at $23K in Q2 2017. 50 funds tracked by Wall St. Rank hold NIE as of Q3 2017.

  • V Wealth Advisors reported no remaining Virtus Equity & Convertible Income Fund position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 1,154 Virtus Equity & Convertible Income Fund shares in Q3 2017, an estimated $23K.
  • V Wealth Advisors first reported a position in Virtus Equity & Convertible Income Fund in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's Virtus Equity & Convertible Income Fund position peaked at $23K in Q2 2017.
  • 50 funds tracked by Wall St. Rank held Virtus Equity & Convertible Income Fund as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.