A detailed history of Shaker Financial Services, LLC transactions in Virtus Dividend, Interest & Premium Strategy Fund stock. As of the latest transaction made, Shaker Financial Services, LLC holds 29,789 shares of NFJ stock, worth $383,086. This represents 0.15% of its overall portfolio holdings.

Number of Shares
29,789
Holding current value
$383,086
% of portfolio
0.15%

Shares

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

Oct 31, 2024

BUY
$12.0 - $13.08 $357,468 - $389,640
29,789 New
29,789 $388,000
Q1 2024

May 13, 2024

BUY
$12.14 - $12.78 $1.04 Million - $1.09 Million
85,552 Added 525.7%
101,826 $1.3 Million
Q4 2023

Feb 07, 2024

SELL
$10.49 - $12.62 $285,600 - $343,592
-27,226 Reduced 62.59%
16,274 $205,000
Q3 2023

Nov 02, 2023

BUY
$11.32 - $12.83 $179,399 - $203,329
15,848 Added 57.31%
43,500 $492,000
Q2 2023

Aug 07, 2023

SELL
$11.5 - $12.21 $1.08 Million - $1.14 Million
-93,527 Reduced 77.18%
27,652 $337,000
Q1 2023

May 08, 2023

SELL
$11.21 - $12.75 $3.12 Million - $3.55 Million
-278,476 Reduced 69.68%
121,179 $1.43 Million
Q4 2022

Feb 03, 2023

SELL
$10.59 - $12.16 $2.91 Million - $3.34 Million
-275,069 Reduced 40.77%
399,655 $4.51 Million
Q3 2022

Nov 09, 2022

BUY
$10.68 - $13.45 $869,896 - $1.1 Million
81,451 Added 13.73%
674,724 $7.21 Million
Q2 2022

Aug 01, 2022

BUY
$11.17 - $14.59 $1.47 Million - $1.92 Million
131,693 Added 28.53%
593,273 $6.85 Million
Q1 2022

May 06, 2022

SELL
$12.97 - $16.15 $1.04 Million - $1.29 Million
-79,897 Reduced 14.76%
461,580 $6.64 Million
Q4 2021

Feb 07, 2022

BUY
$14.62 - $16.16 $964,408 - $1.07 Million
65,965 Added 13.87%
541,477 $8.7 Million
Q3 2021

Nov 02, 2021

BUY
$14.83 - $15.8 $3.27 Million - $3.49 Million
220,768 Added 86.66%
475,512 $7.05 Million
Q2 2021

Aug 04, 2021

SELL
$13.93 - $15.2 $1.26 Million - $1.38 Million
-90,528 Reduced 26.22%
254,744 $3.84 Million
Q1 2021

May 14, 2021

BUY
$13.22 - $13.94 $4.56 Million - $4.81 Million
345,272 New
345,272 $4.76 Million

Others Institutions Holding NFJ

About Virtus Dividend, Interest & Premium Strategy Fund


  • Ticker NFJ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • AllianzGI NFJ Dividend, Interest & Premium Strategy 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 and NFJ Investment Group LLC. It invests in public equity markets of the United States. The fund invests in the stocks ...
More about NFJ
Track This Portfolio

Track Shaker Financial Services, LLC Portfolio

Follow Shaker Financial Services, 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 Shaker Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shaker Financial Services, LLC with notifications on news.