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Gary Goldberg Planning Services’s Virtus Investment Partners VRTS Stock Holding History

Gary Goldberg Planning Services’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
Q4 		$1K Hold
5
– – ﹤0.01% 441
2014
Q3 		$1K Hold
5
– – ﹤0.01% 470
2014
Q2 		$1K Hold
5
– – ﹤0.01% 394
2014
Q1 		$1K Buy
+5
New +$921 ﹤0.01% 379

Other funds holding VRTS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WC
Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Gary Goldberg Planning Services's VRTS Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Virtus Investment Partners (VRTS) position steady in Q4 2014 at 5 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Gary Goldberg Planning Services first reported a position in VRTS in Q1 2014 and has held it in 4 quarters since. 153 funds tracked by Wall St. Rank hold VRTS as of Q4 2014.

  • Gary Goldberg Planning Services held 5 shares of Virtus Investment Partners worth $1K as of Q4 2014.
  • Gary Goldberg Planning Services left its Virtus Investment Partners share count unchanged in Q4 2014.
  • Virtus Investment Partners made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #441 holding.
  • Gary Goldberg Planning Services first reported a position in Virtus Investment Partners in Q1 2014 and has held it in 4 quarters since.
  • 153 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.