Bridgeworth’s Virtus Investment Partners VRTS Stock Holding History

Bridgeworth’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
2018 Q3	–	Sell	-17	Closed	-$2K	–	533
2018 Q2	$2K	Buy	+17	New	+$2.11K	﹤0.01%	576

Other funds holding VRTS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HCM

Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bridgeworth's VRTS Position: Q3 2018 in Review

Bridgeworth sold out of Virtus Investment Partners (VRTS) in Q3 2018, closing a stake of 17 shares — an estimated $2K sold.

Bridgeworth first reported a position in VRTS in Q2 2018 and held it in 1 quarter. The position peaked at $2K in Q2 2018. 145 funds tracked by Wall St. Rank hold VRTS as of Q3 2018.

Bridgeworth reported no remaining Virtus Investment Partners position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 17 Virtus Investment Partners shares in Q3 2018, an estimated $2K.
Bridgeworth first reported a position in Virtus Investment Partners in Q2 2018 and held it in 1 quarter.
Bridgeworth's Virtus Investment Partners position peaked at $2K in Q2 2018.
145 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.