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Boston Advisors’s Virtus Investment Partners VRTS Stock Holding History

Boston 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
2015
Q4 		– Sell
-10,973
Closed -$1.1M – 743
2015
Q3 		$1.1M Buy
+10,973
New +$1.26M 0.04% 365

Other funds holding VRTS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $679M AUM 25.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
WC
Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return

Boston Advisors's VRTS Position: Q4 2015 in Review

Boston Advisors sold out of Virtus Investment Partners (VRTS) in Q4 2015, closing a stake of 10,973 shares — an estimated $1.1M sold.

Boston Advisors first reported a position in VRTS in Q3 2015 and held it in 1 quarter. The position peaked at $1.1M in Q3 2015. 125 funds tracked by Wall St. Rank hold VRTS as of Q4 2015.

  • Boston Advisors reported no remaining Virtus Investment Partners position as of Q4 2015 after selling out during the quarter.
  • Boston Advisors sold 10,973 Virtus Investment Partners shares in Q4 2015, an estimated $1.1M.
  • Boston Advisors first reported a position in Virtus Investment Partners in Q3 2015 and held it in 1 quarter.
  • Boston Advisors's Virtus Investment Partners position peaked at $1.1M in Q3 2015.
  • 125 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q4 2015.

Based on Boston Advisors's 13F filing for Q4 2015, filed 20 Jan 2016.