FGC
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Financial Gravity Companies’s Virtus Investment Partners VRTS Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$2K Buy
+23
New +$2.23K ﹤0.01% 962
2018
Q1 		$3K Buy
28
+20
+250% +$2.53K ﹤0.01% 887
2017
Q4 		$1K Buy
+8
New +$940 ﹤0.01% 1246

Other funds holding VRTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Financial Gravity Companies's VRTS Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Virtus Investment Partners (VRTS) in Q4 2018: 23 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #962 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in VRTS as recently as Q1 2018.

Financial Gravity Companies first reported a position in VRTS in Q4 2017 and has held it in 3 quarters since. The position peaked at $3K in Q1 2018. 138 funds tracked by Wall St. Rank hold VRTS as of Q4 2018.

  • Financial Gravity Companies held 23 shares of Virtus Investment Partners worth $2K as of Q4 2018.
  • Virtus Investment Partners was a new Financial Gravity Companies position in Q4 2018.
  • Virtus Investment Partners made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #962 holding.
  • Financial Gravity Companies first reported a position in Virtus Investment Partners in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Virtus Investment Partners position peaked at $3K in Q1 2018.
  • 138 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.