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B. Riley Wealth Management’s Virtus Investment Partners VRTS Stock Holding History

B. Riley Wealth Management’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
2014
Q3 		– Sell
-650
Closed -$137K – 1169
2014
Q2 		$137K Buy
650
+100
+18% +$18.9K 0.09% 282
2014
Q1 		$95K Buy
+550
New +$101K 0.07% 323

Other funds holding VRTS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WC
Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

B. Riley Wealth Management's VRTS Position: Q3 2014 in Review

B. Riley Wealth Management sold out of Virtus Investment Partners (VRTS) in Q3 2014, closing a stake of 650 shares — an estimated $137K sold.

B. Riley Wealth Management first reported a position in VRTS in Q1 2014 and held it in 2 quarters. The position peaked at $137K in Q2 2014. 156 funds tracked by Wall St. Rank hold VRTS as of Q3 2014.

  • B. Riley Wealth Management reported no remaining Virtus Investment Partners position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 650 Virtus Investment Partners shares in Q3 2014, an estimated $137K.
  • B. Riley Wealth Management first reported a position in Virtus Investment Partners in Q1 2014 and held it in 2 quarters.
  • B. Riley Wealth Management's Virtus Investment Partners position peaked at $137K in Q2 2014.
  • 156 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q3 2014.

Based on B. Riley Wealth Management's 13F filing for Q3 2014, filed 3 Oct 2014.