A detailed history of Capital Investment Advisors, LLC transactions in Virtus Allianz Gi Convertible & Income Fund stock. As of the latest transaction made, Capital Investment Advisors, LLC holds 12,780 shares of NCV stock, worth $44,857. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,780
Previous 12,780 -0.0%
Holding current value
$44,857
Previous $41,000 7.32%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

BUY
$3.04 - $3.3 $3 - $3
1 Added 0.01%
12,780 $41,000
Q4 2023

Jan 05, 2024

BUY
$2.86 - $3.41 $25 - $30
9 Added 0.07%
12,779 $43,000
Q3 2023

Oct 16, 2023

BUY
$3.04 - $3.55 $38,820 - $45,333
12,770 New
12,770 $39,000
Q1 2023

Apr 10, 2023

SELL
$3.19 - $4.14 $1,244 - $1,614
-390 Reduced 2.87%
13,210 $44,000
Q2 2022

Jul 06, 2022

SELL
$3.48 - $5.1 $7,346 - $10,766
-2,111 Reduced 13.44%
13,600 $50,000
Q1 2022

Apr 13, 2022

BUY
$4.56 - $5.81 $6,662 - $8,488
1,461 Added 10.25%
15,711 $79,000
Q4 2021

Jan 10, 2022

SELL
$5.56 - $6.39 $3,335 - $3,834
-600 Reduced 4.04%
14,250 $83,000
Q3 2021

Oct 13, 2021

SELL
$5.73 - $6.27 $3,036 - $3,323
-530 Reduced 3.45%
14,850 $89,000
Q1 2021

Apr 27, 2021

BUY
$5.48 - $6.0 $84,282 - $92,280
15,380 New
15,380 $87,000

Others Institutions Holding NCV

About Virtus AllianzGI Convertible & Income Fund


  • Ticker NCV
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Virtus Convertible & Income Fund is a closed ended fixed income mutual fund launched and managed by Allianz Global Investors Fund Management LLC. The fund is co-managed by Allianz Global Investors U.S. LLC. It invests in fixed income markets of the United States. The fund primarily invests in convertible securities and non-convertible high-y...
More about NCV
Track This Portfolio

Track Capital Investment Advisors, LLC Portfolio

Follow Capital Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Investment Advisors, LLC with notifications on news.