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VRTS icon

HBK Investments’s Virtus Investment Partners VRTS Stock Holding History

HBK Investments’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
2015
Q1 		– Sell
-6,900
Closed -$1.18M – 1173
2014
Q4 		$1.18M Buy
6,900
+4,201
+156% +$703K 0.01% 499
2014
Q3 		$469K Buy
+2,699
New +$549K 0.01% 740
2014
Q1 		– Sell
-9,700
Closed -$1.94M – 1058
2013
Q4 		$1.94M Buy
9,700
+2,200
+29% +$423K 0.04% 302
2013
Q3 		$1.22M Buy
7,500
+2,500
+50% +$452K 0.02% 412
2013
Q2 		$881K Buy
+5,000
New +$1.04M 0.01% 440

Other funds holding VRTS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
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
WC
Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return