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Baystate Wealth Management’s Virtus Investment Partners VRTS Stock Holding History

Baystate 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
2017
Q1 		– Sell
-1
Closed -$1K – 679
2016
Q4 		$1K Buy
+1
New +$109 ﹤0.01% 422

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Dimensional Fund Advisors
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Victory Capital Management
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HCM
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T. Rowe Price Associates
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return

Baystate Wealth Management's VRTS Position: Q1 2017 in Review

Baystate Wealth Management sold out of Virtus Investment Partners (VRTS) in Q1 2017, closing a stake of 1 share — an estimated $1K sold.

Baystate Wealth Management first reported a position in VRTS in Q4 2016 and held it in 1 quarter. The position peaked at $1K in Q4 2016. 138 funds tracked by Wall St. Rank hold VRTS as of Q1 2017.

  • Baystate Wealth Management reported no remaining Virtus Investment Partners position as of Q1 2017 after selling out during the quarter.
  • Baystate Wealth Management sold 1 Virtus Investment Partners share in Q1 2017, an estimated $1K.
  • Baystate Wealth Management first reported a position in Virtus Investment Partners in Q4 2016 and held it in 1 quarter.
  • Baystate Wealth Management's Virtus Investment Partners position peaked at $1K in Q4 2016.
  • 138 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2017.

Based on Baystate Wealth Management's 13F filing for Q1 2017, filed 25 Apr 2017.