CapWealth Advisors’s Virtus Investment Partners VRTS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-13
Closed -$1K 253
2016
Q3
$1K Hold
13
﹤0.01% 289
2016
Q2
$1K Hold
13
﹤0.01% 277
2016
Q1
$1K Hold
13
﹤0.01% 313
2015
Q4
$2K Hold
13
﹤0.01% 249
2015
Q3
$1K Hold
13
﹤0.01% 268
2015
Q2
$2K Hold
13
﹤0.01% 269
2015
Q1
$2K Buy
+13
New +$1.84K ﹤0.01% 288
2014
Q4
Sell
-13
Closed -$2K 270
2014
Q3
$2K Buy
+13
New +$2.64K ﹤0.01% 344

Other funds holding VRTS

CapWealth Advisors's VRTS Position: Q4 2016 in Review

CapWealth Advisors sold out of Virtus Investment Partners (VRTS) in Q4 2016, closing a stake of 13 shares — an estimated $1K sold.

CapWealth Advisors first reported a position in VRTS in Q3 2014 and held it in 8 quarters. The position peaked at $2K in Q4 2015. 127 funds tracked by Wall St. Rank hold VRTS as of Q4 2016.

  • CapWealth Advisors reported no remaining Virtus Investment Partners position as of Q4 2016 after selling out during the quarter.
  • CapWealth Advisors sold 13 Virtus Investment Partners shares in Q4 2016, an estimated $1K.
  • CapWealth Advisors first reported a position in Virtus Investment Partners in Q3 2014 and held it in 8 quarters.
  • CapWealth Advisors's Virtus Investment Partners position peaked at $2K in Q4 2015.
  • 127 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q4 2016.

Based on CapWealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.