Bruderman Asset Management’s Virtus Investment Partners VRTS Stock Holding History

Bruderman Asset 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
2019 Q2	–	Sell	-5	Closed	–	–	554
2019 Q1	$0	Hold	5	–	–	﹤0.01%	698
2018 Q4	$0	Hold	5	–	–	﹤0.01%	688
2018 Q3	$1K	Hold	5	–	–	﹤0.01%	344
2018 Q2	$1K	Hold	5	–	–	﹤0.01%	363
2018 Q1	$1K	Buy	+5	New	+$633	﹤0.01%	346
2017 Q3	–	Sell	-5	Closed	-$1K	–	314
2017 Q2	$1K	Buy	+5	New	+$530	﹤0.01%	355
2017 Q1	–	Sell	-5	Closed	-$1K	–	312
2016 Q4	$1K	Hold	5	–	–	﹤0.01%	360
2016 Q3	$0	Hold	5	–	–	﹤0.01%	401
2016 Q2	$0	Hold	5	–	–	﹤0.01%	394
2016 Q1	$0	Hold	5	–	–	﹤0.01%	414
2015 Q4	$1K	Hold	5	–	–	﹤0.01%	397
2015 Q3	$1K	Hold	5	–	–	﹤0.01%	415
2015 Q2	$1K	Hold	5	–	–	﹤0.01%	426
2015 Q1	$1K	Buy	+5	New	+$706	﹤0.01%	416

Other funds holding VRTS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return

VVP

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Bruderman Asset Management's VRTS Position: Q2 2019 in Review

Bruderman Asset Management sold out of Virtus Investment Partners (VRTS) in Q2 2019, closing a stake of 5 shares.

Bruderman Asset Management first reported a position in VRTS in Q1 2015 and held it in 14 quarters. The position peaked at $1K in Q3 2018. 144 funds tracked by Wall St. Rank hold VRTS as of Q2 2019.

Bruderman Asset Management reported no remaining Virtus Investment Partners position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 5 Virtus Investment Partners shares in Q2 2019.
Bruderman Asset Management first reported a position in Virtus Investment Partners in Q1 2015 and held it in 14 quarters.
Bruderman Asset Management's Virtus Investment Partners position peaked at $1K in Q3 2018.
144 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.