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Edge Advisors’s Virtus Investment Partners VRTS Stock Holding History

Edge Advisors’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
2017
Q4 		– Sell
-942
Closed -$109K – 973
2017
Q3 		$109K Sell
942
-944
-50% -$105K 0.01% 371
2017
Q2 		$209K Sell
1,886
-121
-6% -$12.8K 0.02% 310
2017
Q1 		$212K Sell
2,007
-764
-28% -$85.4K 0.03% 313
2016
Q4 		$327K Buy
+2,771
New +$302K 0.04% 257

Other funds holding VRTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return

Edge Advisors's VRTS Position: Q4 2017 in Review

Edge Advisors sold out of Virtus Investment Partners (VRTS) in Q4 2017, closing a stake of 942 shares — an estimated $109K sold.

Edge Advisors first reported a position in VRTS in Q4 2016 and held it in 4 quarters. The position peaked at $327K in Q4 2016. 134 funds tracked by Wall St. Rank hold VRTS as of Q4 2017.

  • Edge Advisors reported no remaining Virtus Investment Partners position as of Q4 2017 after selling out during the quarter.
  • Edge Advisors sold 942 Virtus Investment Partners shares in Q4 2017, an estimated $109K.
  • Edge Advisors first reported a position in Virtus Investment Partners in Q4 2016 and held it in 4 quarters.
  • Edge Advisors's Virtus Investment Partners position peaked at $327K in Q4 2016.
  • 134 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q4 2017.

Based on Edge Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.