Investors Capital Advisory Services’s Viatris VTRS Stock Holding History

Investors Capital Advisory Services’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
2016 Q2	–	Sell	-4,434	Closed	-$204K	–	738
2016 Q1	$204K	Sell	4,434 -638	-13%	-$30.8K	0.04%	566
2015 Q4	$273K	Buy	+5,072	New	+$244K	0.05%	469

Other funds holding VTRS

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Investors Capital Advisory Services's VTRS Position: Q2 2016 in Review

Investors Capital Advisory Services sold out of Viatris (VTRS) in Q2 2016, closing a stake of 4,434 shares — an estimated $204K sold.

Investors Capital Advisory Services first reported a position in VTRS in Q4 2015 and held it in 2 quarters. The position peaked at $273K in Q4 2015. 577 funds tracked by Wall St. Rank hold VTRS as of Q2 2016.

Investors Capital Advisory Services reported no remaining Viatris position as of Q2 2016 after selling out during the quarter.
Investors Capital Advisory Services sold 4,434 Viatris shares in Q2 2016, an estimated $204K.
Investors Capital Advisory Services first reported a position in Viatris in Q4 2015 and held it in 2 quarters.
Investors Capital Advisory Services's Viatris position peaked at $273K in Q4 2015.
577 funds tracked by Wall St. Rank held Viatris as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.