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Virtus Allianzgi Convertible shares owned by Shaker Financial Services

Quarter-by-quarter ownership of Virtus Allianzgi Convertible (CBH) shares owned by Shaker Financial Services from 13F filings

Historical chart of Shaker Financial Services investment in Virtus Allianzgi Convertible

Tip: Access up to 7 years of quarterly data

All positions including Virtus Allianzgi Convertible held by Shaker Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Virtus Allianzgi Convertible by Shaker Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $160k 18k 8.81
2021-06-30 $161k 15k 10.45

More positions owned by Shaker Financial Services

Boulder Growth & Income Fund (STEW)
Sprott Focus Tr (FUND)
Liberty All-Star Growth Fund (ASG)
Nuveen Equity Premium Income Fund (BXMX)
Central Securities (CET)
BlackRock Enhanced Capital and Income (CII)
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT)
Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX)
Eaton Vance Tax-advntg Glbl Di (ETG)
Wells Fargo Adv Multi-Sector Inco Fund (ERC)
Eaton Vance Tax Managed Buy Write Opport (ETV)
Royce Micro Capital Trust (RMT)
Nuveen Equity Premium and Growth Fund (SPXX)
Allspring Income Opportunit Inc Oppty Fd (EAD)
First Trust Enhanced Equity Income Fund (FFA)

View all positions for Shaker Financial Services

Top funds holding Virtus Allianzgi Convertible

Punch & Associates Investment Management
Morgan Stanley
Wells Fargo & Company
Rivernorth Capital Management
Stifel Financial
Advisors Asset Management
Bank of America Corporation
Royal Bank of Canada
Jane Street
Sit Investment Associates
UBS Group
Chicago Partners Investment
Brooklyn Capital Management
Beverly Hills Private Wealth
E&G Advisors

View all funds holding Virtus Allianzgi Convertible