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IHT Wealth Management’s Virtus Investment Partners VRTS Stock Holding History

IHT Wealth 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
2018
Q2 		– Sell
-11
Closed -$1K – 1354
2018
Q1 		$1K Hold
11
– – ﹤0.01% 1646
2017
Q4 		$1K Hold
11
– – ﹤0.01% 1638
2017
Q3 		$1K Hold
11
– – ﹤0.01% 1369
2017
Q2 		$541 Hold
11
– – 0.26% 96
2017
Q1 		$1K Hold
11
– – ﹤0.01% 1220
2016
Q4 		$1K Buy
+11
New +$1.2K ﹤0.01% 1163

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

IHT Wealth Management's VRTS Position: Q2 2018 in Review

IHT Wealth Management sold out of Virtus Investment Partners (VRTS) in Q2 2018, closing a stake of 11 shares — an estimated $1K sold.

IHT Wealth Management first reported a position in VRTS in Q4 2016 and held it in 6 quarters. The position peaked at $1K in Q1 2018. 146 funds tracked by Wall St. Rank hold VRTS as of Q2 2018.

  • IHT Wealth Management reported no remaining Virtus Investment Partners position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 11 Virtus Investment Partners shares in Q2 2018, an estimated $1K.
  • IHT Wealth Management first reported a position in Virtus Investment Partners in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's Virtus Investment Partners position peaked at $1K in Q1 2018.
  • 146 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.