WCM
NGZ

Wealthcare Capital Management’s Allianzgi Global Equity & Conv Inc Fund NGZ Stock Holding History

Wealthcare Capital Management’s Portfolio NGZ Stock Details NGZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-150
Closed -$2K – 175
2013
Q4 		$2K Hold
150
– – ﹤0.01% 115
2013
Q3 		$2K Hold
150
– – ﹤0.01% 116
2013
Q2 		$2K Buy
+150
New +$2.18K ﹤0.01% 121

Wealthcare Capital Management's NGZ Position: Q1 2014 in Review

Wealthcare Capital Management sold out of Allianzgi Global Equity & Conv Inc Fund (NGZ) in Q1 2014, closing a stake of 150 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in NGZ in Q2 2013 and held it in 3 quarters. The position peaked at $2K in Q4 2013. 0 funds tracked by Wall St. Rank hold NGZ as of Q1 2014.

  • Wealthcare Capital Management reported no remaining Allianzgi Global Equity & Conv Inc Fund position as of Q1 2014 after selling out during the quarter.
  • Wealthcare Capital Management sold 150 Allianzgi Global Equity & Conv Inc Fund shares in Q1 2014, an estimated $2K.
  • Wealthcare Capital Management first reported a position in Allianzgi Global Equity & Conv Inc Fund in Q2 2013 and held it in 3 quarters.
  • Wealthcare Capital Management's Allianzgi Global Equity & Conv Inc Fund position peaked at $2K in Q4 2013.
  • 0 funds tracked by Wall St. Rank held Allianzgi Global Equity & Conv Inc Fund as of Q1 2014.

Based on Wealthcare Capital Management's 13F filing for Q1 2014, filed 13 May 2014.