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Independent Portfolio Consultants’s Viatris VTRS Stock Holding History

Independent Portfolio Consultants’s Portfolio VTRS Stock Details VTRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-3,165
Closed -$121K – 907
2016
Q4 		$121K Sell
3,165
-2,190
-41% -$81.4K 0.04% 410
2016
Q3 		$204K Sell
5,355
-270
-5% -$12K 0.06% 320
2016
Q2 		$243K Buy
5,625
+4,230
+303% +$187K 0.08% 294
2016
Q1 		$65K Buy
1,395
+785
+129% +$37.9K 0.02% 538
2015
Q4 		$33K Buy
+610
New +$29.3K 0.01% 631
2015
Q1 		– Sell
-145
Closed -$8.27K – 1045
2014
Q4 		$8K Buy
145
+23
+19% +$1.24K ﹤0.01% 733
2014
Q3 		$6K Buy
+122
New +$5.93K ﹤0.01% 787
2013
Q4 		– Sell
-13,470
Closed -$514K – 469
2013
Q3 		$514K Sell
13,470
-520
-4% -$18.3K 0.21% 196
2013
Q2 		$434K Buy
+13,990
New +$418K 0.19% 219

Other funds holding VTRS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Independent Portfolio Consultants's VTRS Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of Viatris (VTRS) in Q1 2017, closing a stake of 3,165 shares — an estimated $121K sold.

Independent Portfolio Consultants first reported a position in VTRS in Q2 2013 and held it in 9 quarters. The position peaked at $514K in Q3 2013. 568 funds tracked by Wall St. Rank hold VTRS as of Q1 2017.

  • Independent Portfolio Consultants reported no remaining Viatris position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 3,165 Viatris shares in Q1 2017, an estimated $121K.
  • Independent Portfolio Consultants first reported a position in Viatris in Q2 2013 and held it in 9 quarters.
  • Independent Portfolio Consultants's Viatris position peaked at $514K in Q3 2013.
  • 568 funds tracked by Wall St. Rank held Viatris as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.