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Gemmer Asset Management’s Virtus Investment Partners VRTS Stock Holding History

Gemmer Asset Management’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 		– Sell
-8
Closed -$1K – 1461
2014
Q3 		$1K Hold
8
– – ﹤0.01% 1317
2014
Q2 		$2K Buy
+8
New +$1.51K ﹤0.01% 1211

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

Gemmer Asset Management's VRTS Position: Q4 2014 in Review

Gemmer Asset Management sold out of Virtus Investment Partners (VRTS) in Q4 2014, closing a stake of 8 shares — an estimated $1K sold.

Gemmer Asset Management first reported a position in VRTS in Q2 2014 and held it in 2 quarters. The position peaked at $2K in Q2 2014. 153 funds tracked by Wall St. Rank hold VRTS as of Q4 2014.

  • Gemmer Asset Management reported no remaining Virtus Investment Partners position as of Q4 2014 after selling out during the quarter.
  • Gemmer Asset Management sold 8 Virtus Investment Partners shares in Q4 2014, an estimated $1K.
  • Gemmer Asset Management first reported a position in Virtus Investment Partners in Q2 2014 and held it in 2 quarters.
  • Gemmer Asset Management's Virtus Investment Partners position peaked at $2K in Q2 2014.
  • 153 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q4 2014.

Based on Gemmer Asset Management's 13F filing for Q4 2014, filed 6 Feb 2015.