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FineMark National Bank & Trust’s Virtus Investment Partners VRTS Stock Holding History

FineMark National Bank & Trust’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
2014
Q1 		– Sell
-107
Closed -$21K – 1483
2013
Q4 		$21K Buy
107
+5
+5% +$960 ﹤0.01% 827
2013
Q3 		$16K Buy
102
+4
+4% +$723 ﹤0.01% 873
2013
Q2 		$17K Buy
+98
New +$20.3K 0.01% 845

Other funds holding VRTS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

FineMark National Bank & Trust's VRTS Position: Q1 2014 in Review

FineMark National Bank & Trust sold out of Virtus Investment Partners (VRTS) in Q1 2014, closing a stake of 107 shares — an estimated $21K sold.

FineMark National Bank & Trust first reported a position in VRTS in Q2 2013 and held it in 3 quarters. The position peaked at $21K in Q4 2013. 152 funds tracked by Wall St. Rank hold VRTS as of Q1 2014.

  • FineMark National Bank & Trust reported no remaining Virtus Investment Partners position as of Q1 2014 after selling out during the quarter.
  • FineMark National Bank & Trust sold 107 Virtus Investment Partners shares in Q1 2014, an estimated $21K.
  • FineMark National Bank & Trust first reported a position in Virtus Investment Partners in Q2 2013 and held it in 3 quarters.
  • FineMark National Bank & Trust's Virtus Investment Partners position peaked at $21K in Q4 2013.
  • 152 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2014.

Based on FineMark National Bank & Trust's 13F filing for Q1 2014, filed 13 May 2014.