A detailed history of Smh Capital Advisors Inc transactions in Virtus Allianz Gi Equity & Convertible Income Fund stock. As of the latest transaction made, Smh Capital Advisors Inc holds 11,330 shares of NIE stock, worth $266,708. This represents 1.63% of its overall portfolio holdings.

Number of Shares
11,330
Previous 12,250 7.51%
Holding current value
$266,708
Previous $284,000 8.45%
% of portfolio
1.63%
Previous 1.71%

Shares

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

Nov 08, 2024

SELL
$21.12 - $23.6 $19,430 - $21,712
-920 Reduced 7.51%
11,330 $260,000
Q2 2024

Aug 12, 2024

SELL
$21.38 - $23.35 $29,846 - $32,596
-1,396 Reduced 10.23%
12,250 $284,000
Q1 2024

May 13, 2024

BUY
$20.42 - $22.42 $5,002 - $5,492
245 Added 1.83%
13,646 $305,000
Q4 2023

Feb 06, 2024

SELL
$18.75 - $21.15 $318 - $359
-17 Reduced 0.13%
13,401 $280,000
Q3 2023

Nov 07, 2023

SELL
$19.85 - $21.86 $73,226 - $80,641
-3,689 Reduced 21.56%
13,418 $266,000
Q2 2023

Aug 07, 2023

SELL
$19.43 - $21.15 $1,962 - $2,136
-101 Reduced 0.59%
17,107 $361,000
Q1 2023

May 15, 2023

SELL
$18.17 - $20.81 $29,544 - $33,837
-1,626 Reduced 8.63%
17,208 $338,000
Q4 2022

Feb 14, 2023

SELL
$18.17 - $22.0 $22,730 - $27,522
-1,251 Reduced 6.23%
18,834 $343,000
Q3 2022

Nov 02, 2022

BUY
$20.31 - $24.3 $31,602 - $37,810
1,556 Added 8.4%
20,085 $408,000
Q2 2022

Aug 10, 2022

BUY
$20.03 - $27.23 $156,935 - $213,347
7,835 Added 73.27%
18,529 $384,000
Q2 2022

Jul 27, 2022

SELL
$20.03 - $27.23 $98,567 - $133,998
-4,921 Reduced 31.51%
10,694 $144,000
Q1 2022

May 04, 2022

BUY
$24.23 - $30.29 $19,844 - $24,807
819 Added 5.54%
15,615 $424,000
Q4 2021

Feb 02, 2022

SELL
$29.02 - $32.04 $23,796 - $26,272
-820 Reduced 5.25%
14,796 $446,000
Q3 2021

Oct 26, 2021

SELL
$29.41 - $30.85 $10,558 - $11,075
-359 Reduced 2.25%
15,616 $460,000
Q2 2021

Jul 29, 2021

SELL
$27.53 - $30.24 $6,607 - $7,257
-240 Reduced 1.48%
15,975 $483,000
Q1 2021

Apr 22, 2021

BUY
$26.97 - $29.83 $437,318 - $483,693
16,215 New
16,215 $454,000

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
Track This Portfolio

Track Smh Capital Advisors Inc Portfolio

Follow Smh Capital Advisors Inc 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 Smh Capital Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Smh Capital Advisors Inc with notifications on news.