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Gerstein Fisher’s Virtus Investment Partners VRTS Stock Holding History

Gerstein Fisher’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
2013
Q4 		– Sell
-10,154
Closed -$1.65M – 462
2013
Q3 		$1.65M Buy
10,154
+43
+0.4% +$7.77K 0.36% 45
2013
Q2 		$1.78M Buy
+10,111
New +$2.09M 0.43% 32

Other funds holding VRTS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return

Gerstein Fisher's VRTS Position: Q4 2013 in Review

Gerstein Fisher sold out of Virtus Investment Partners (VRTS) in Q4 2013, closing a stake of 10,154 shares — an estimated $1.65M sold.

Gerstein Fisher first reported a position in VRTS in Q2 2013 and held it in 2 quarters. The position peaked at $1.78M in Q2 2013. 150 funds tracked by Wall St. Rank hold VRTS as of Q4 2013.

  • Gerstein Fisher reported no remaining Virtus Investment Partners position as of Q4 2013 after selling out during the quarter.
  • Gerstein Fisher sold 10,154 Virtus Investment Partners shares in Q4 2013, an estimated $1.65M.
  • Gerstein Fisher first reported a position in Virtus Investment Partners in Q2 2013 and held it in 2 quarters.
  • Gerstein Fisher's Virtus Investment Partners position peaked at $1.78M in Q2 2013.
  • 150 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q4 2013.

Based on Gerstein Fisher's 13F filing for Q4 2013, filed 14 Feb 2014.