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Cornerstone Advisors (Washington)’s Virtus Investment Partners VRTS Stock Holding History

Cornerstone Advisors (Washington)’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
Q3 		– Sell
-15
Closed -$2K – 1360
2019
Q2 		$2K Hold
15
– – ﹤0.01% 1191
2019
Q1 		$1K Buy
+15
New +$1.42K ﹤0.01% 1265
2018
Q2 		– Sell
-7
Closed -$1K – 1271
2018
Q1 		$1K Buy
+7
New +$886 ﹤0.01% 1107

Other funds holding VRTS

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Cornerstone Advisors (Washington)'s VRTS Position: Q3 2019 in Review

Cornerstone Advisors (Washington) sold out of Virtus Investment Partners (VRTS) in Q3 2019, closing a stake of 15 shares — an estimated $2K sold.

Cornerstone Advisors (Washington) first reported a position in VRTS in Q1 2018 and held it in 3 quarters. The position peaked at $2K in Q2 2019. 156 funds tracked by Wall St. Rank hold VRTS as of Q3 2019.

  • Cornerstone Advisors (Washington) reported no remaining Virtus Investment Partners position as of Q3 2019 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 15 Virtus Investment Partners shares in Q3 2019, an estimated $2K.
  • Cornerstone Advisors (Washington) first reported a position in Virtus Investment Partners in Q1 2018 and held it in 3 quarters.
  • Cornerstone Advisors (Washington)'s Virtus Investment Partners position peaked at $2K in Q2 2019.
  • 156 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q3 2019.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2019, filed 23 Oct 2019.