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Alera Investment Advisors’s Virtus Investment Partners VRTS Stock Holding History

Alera Investment Advisors’s Portfolio VRTS Stock Details VRTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-3
Closed – – 988
2019
Q1 		$0 Buy
+3
New +$284 ﹤0.01% 1344

Other funds holding VRTS

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Alera Investment Advisors's VRTS Position: Q2 2019 in Review

Alera Investment Advisors sold out of Virtus Investment Partners (VRTS) in Q2 2019, closing a stake of 3 shares.

Alera Investment Advisors first reported a position in VRTS in Q1 2019 and held it in 1 quarter. The position peaked at $0 in Q1 2019. 144 funds tracked by Wall St. Rank hold VRTS as of Q2 2019.

  • Alera Investment Advisors reported no remaining Virtus Investment Partners position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 3 Virtus Investment Partners shares in Q2 2019.
  • Alera Investment Advisors first reported a position in Virtus Investment Partners in Q1 2019 and held it in 1 quarter.
  • Alera Investment Advisors's Virtus Investment Partners position peaked at $0 in Q1 2019.
  • 144 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.