A detailed history of Shaker Financial Services, LLC transactions in Virtus Allianz Gi Equity & Convertible Income Fund stock. As of the latest transaction made, Shaker Financial Services, LLC holds 17,425 shares of NIE stock, worth $428,306. This represents 0.15% of its overall portfolio holdings.

Number of Shares
17,425
Holding current value
$428,306
% of portfolio
0.15%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$21.12 - $23.6 $368,016 - $411,230
17,425 New
17,425 $400,000
Q1 2024

May 13, 2024

BUY
$20.42 - $22.42 $795,849 - $873,797
38,974 New
38,974 $872,000
Q3 2022

Nov 09, 2022

SELL
$20.31 - $24.3 $824,240 - $986,166
-40,583 Reduced 29.03%
99,230 $2.02 Million
Q2 2022

Aug 01, 2022

BUY
$20.03 - $27.23 $2.25 Million - $3.06 Million
112,465 Added 411.24%
139,813 $2.9 Million
Q1 2022

May 06, 2022

SELL
$24.23 - $30.29 $2.65 Million - $3.31 Million
-109,400 Reduced 80.0%
27,348 $742,000
Q4 2021

Feb 07, 2022

BUY
$29.02 - $32.04 $165,878 - $183,140
5,716 Added 4.36%
136,748 $4.12 Million
Q3 2021

Nov 02, 2021

BUY
$29.41 - $30.85 $587,435 - $616,197
19,974 Added 17.99%
131,032 $3.86 Million
Q2 2021

Aug 04, 2021

BUY
$27.53 - $30.24 $1.97 Million - $2.16 Million
71,462 Added 180.48%
111,058 $3.36 Million
Q1 2021

May 14, 2021

BUY
$26.97 - $29.83 $1.07 Million - $1.18 Million
39,596 New
39,596 $1.11 Million

Others Institutions Holding NIE

About Virtus AllianzGI Equity & Convertible Income Fund


  • Ticker NIE
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Virtus Equity & Convertible Income Fund is a closed ended equity 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 the public equity markets of the United States. The fund invests in stocks of companies operating across diversified sect...
More about NIE
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