BW Gestao de Investimentos’s Virtus Investment Partners VRTS Stock Holding History

BW Gestao de Investimentos’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
2020 Q1	–	Sell	-9,756	Closed	-$1.19M	–	94
2019 Q4	$1.19M	Hold	9,756	–	–	0.31%	37
2019 Q3	$1.08M	Hold	9,756	–	–	0.41%	25
2019 Q2	$1.05M	Hold	9,756	–	–	0.37%	28
2019 Q1	$952K	Hold	9,756	–	–	0.4%	35
2018 Q4	$775K	Buy	9,756 +138	+1%	+$13.4K	0.3%	42
2018 Q3	$1.09M	Hold	9,618	–	–	0.3%	46
2018 Q2	$1.23M	Buy	9,618 +128	+1%	+$15.9K	0.28%	44
2018 Q1	$1.18M	Buy	9,490 +1,082	+13%	+$137K	0.15%	40
2017 Q4	$967K	Buy	8,408 +2,224	+36%	+$261K	0.14%	54
2017 Q3	$718K	Sell	6,184 -79	-1%	-$8.82K	0.14%	37
2017 Q2	$695K	Hold	6,263	–	–	0.19%	45
2017 Q1	$663K	Hold	6,263	–	–	0.19%	34
2016 Q4	$739K	Hold	6,263	–	–	0.61%	17
2016 Q3	$613K	Buy	6,263 +1,420	+29%	+$124K	0.44%	22
2016 Q2	$345K	Buy	+4,843	New	+$367K	0.39%	33

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

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

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

VVP

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

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

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BW Gestao de Investimentos's VRTS Position: Q1 2020 in Review

BW Gestao de Investimentos sold out of Virtus Investment Partners (VRTS) in Q1 2020, closing a stake of 9,756 shares — an estimated $1.19M sold.

BW Gestao de Investimentos first reported a position in VRTS in Q2 2016 and held it in 15 quarters. The position peaked at $1.23M in Q2 2018. 147 funds tracked by Wall St. Rank hold VRTS as of Q1 2020.

BW Gestao de Investimentos reported no remaining Virtus Investment Partners position as of Q1 2020 after selling out during the quarter.
BW Gestao de Investimentos sold 9,756 Virtus Investment Partners shares in Q1 2020, an estimated $1.19M.
BW Gestao de Investimentos first reported a position in Virtus Investment Partners in Q2 2016 and held it in 15 quarters.
BW Gestao de Investimentos's Virtus Investment Partners position peaked at $1.23M in Q2 2018.
147 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2020.

Based on BW Gestao de Investimentos's 13F filing for Q1 2020, filed 12 May 2020.