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Independent Portfolio Consultants’s Virtus Investment Partners VRTS Stock Holding History

Independent Portfolio Consultants’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
2016
Q4 		– Sell
-95
Closed -$9K – 861
2016
Q3 		$9K Sell
95
-25
-21% -$2.19K ﹤0.01% 689
2016
Q2 		$9K Hold
120
– – ﹤0.01% 711
2016
Q1 		$9K Buy
120
+30
+33% +$2.69K ﹤0.01% 729
2015
Q4 		$11K Buy
90
+20
+29% +$2.4K ﹤0.01% 705
2015
Q3 		$7K Buy
+70
New +$8.06K ﹤0.01% 755
2015
Q2 		– Sell
-1,680
Closed -$220K – 1039
2015
Q1 		$220K Sell
1,680
-80
-5% -$11.3K 0.05% 335
2014
Q4 		$300K Buy
1,760
+955
+119% +$160K 0.06% 310
2014
Q3 		$140K Sell
805
-475
-37% -$96.6K 0.04% 511
2014
Q2 		$271K Buy
+1,280
New +$241K 0.08% 395

Other funds holding VRTS

VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Independent Portfolio Consultants's VRTS Position: Q4 2016 in Review

Independent Portfolio Consultants sold out of Virtus Investment Partners (VRTS) in Q4 2016, closing a stake of 95 shares — an estimated $9K sold.

Independent Portfolio Consultants first reported a position in VRTS in Q2 2014 and held it in 9 quarters. The position peaked at $300K in Q4 2014. 127 funds tracked by Wall St. Rank hold VRTS as of Q4 2016.

  • Independent Portfolio Consultants reported no remaining Virtus Investment Partners position as of Q4 2016 after selling out during the quarter.
  • Independent Portfolio Consultants sold 95 Virtus Investment Partners shares in Q4 2016, an estimated $9K.
  • Independent Portfolio Consultants first reported a position in Virtus Investment Partners in Q2 2014 and held it in 9 quarters.
  • Independent Portfolio Consultants's Virtus Investment Partners position peaked at $300K in Q4 2014.
  • 127 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q4 2016.

Based on Independent Portfolio Consultants's 13F filing for Q4 2016, filed 12 Jan 2017.