Benjamin F. Edwards & Company’s Virtus Investment Partners VRTS Stock Holding History

Benjamin F. Edwards & Company’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 Q1	–	Sell	-10	Closed	-$2K	–	976
2013 Q4	$2K	Buy	+10	New	+$1.92K	﹤0.01%	889

Other funds holding VRTS

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HCM

Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Benjamin F. Edwards & Company's VRTS Position: Q1 2014 in Review

Benjamin F. Edwards & Company sold out of Virtus Investment Partners (VRTS) in Q1 2014, closing a stake of 10 shares — an estimated $2K sold.

Benjamin F. Edwards & Company first reported a position in VRTS in Q4 2013 and held it in 1 quarter. The position peaked at $2K in Q4 2013. 152 funds tracked by Wall St. Rank hold VRTS as of Q1 2014.

Benjamin F. Edwards & Company reported no remaining Virtus Investment Partners position as of Q1 2014 after selling out during the quarter.
Benjamin F. Edwards & Company sold 10 Virtus Investment Partners shares in Q1 2014, an estimated $2K.
Benjamin F. Edwards & Company first reported a position in Virtus Investment Partners in Q4 2013 and held it in 1 quarter.
Benjamin F. Edwards & Company's Virtus Investment Partners position peaked at $2K in Q4 2013.
152 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2014.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2014, filed 14 Apr 2014.