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Ground Swell Capital’s Virtus Investment Partners VRTS Stock Holding History

Ground Swell Capital’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
Q3 		– Sell
-115
Closed -$24K – 2793
2014
Q2 		$24K Buy
+115
New +$21.7K 0.05% 347

Other funds holding VRTS

Wellington Management Group
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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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WC
Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Ground Swell Capital's VRTS Position: Q3 2014 in Review

Ground Swell Capital sold out of Virtus Investment Partners (VRTS) in Q3 2014, closing a stake of 115 shares — an estimated $24K sold.

Ground Swell Capital first reported a position in VRTS in Q2 2014 and held it in 1 quarter. The position peaked at $24K in Q2 2014. 156 funds tracked by Wall St. Rank hold VRTS as of Q3 2014.

  • Ground Swell Capital reported no remaining Virtus Investment Partners position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 115 Virtus Investment Partners shares in Q3 2014, an estimated $24K.
  • Ground Swell Capital first reported a position in Virtus Investment Partners in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's Virtus Investment Partners position peaked at $24K in Q2 2014.
  • 156 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.