GJL
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Gendell Jeffrey L’s Virtus Investment Partners VRTS Stock Holding History

Gendell Jeffrey L’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
Q2 		– Sell
-8,932
Closed -$1.11M – 66
2018
Q1 		$1.11M Buy
+8,932
New +$1.13M 0.12% 55

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
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gendell Jeffrey L's VRTS Position: Q2 2018 in Review

Gendell Jeffrey L sold out of Virtus Investment Partners (VRTS) in Q2 2018, closing a stake of 8,932 shares — an estimated $1.11M sold.

Gendell Jeffrey L first reported a position in VRTS in Q1 2018 and held it in 1 quarter. The position peaked at $1.11M in Q1 2018. 146 funds tracked by Wall St. Rank hold VRTS as of Q2 2018.

  • Gendell Jeffrey L reported no remaining Virtus Investment Partners position as of Q2 2018 after selling out during the quarter.
  • Gendell Jeffrey L sold 8,932 Virtus Investment Partners shares in Q2 2018, an estimated $1.11M.
  • Gendell Jeffrey L first reported a position in Virtus Investment Partners in Q1 2018 and held it in 1 quarter.
  • Gendell Jeffrey L's Virtus Investment Partners position peaked at $1.11M in Q1 2018.
  • 146 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2018.

Based on Gendell Jeffrey L's 13F filing for Q2 2018, filed 10 Aug 2018.