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Ipswich Investment Management’s Virtus Investment Partners VRTS Stock Holding History

Ipswich Investment 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
2019
Q1 		– Sell
-12
Closed -$1K – 384
2018
Q4 		$1K Buy
+12
New +$1.17K ﹤0.01% 438
2016
Q2 		– Sell
-12
Closed -$1K – 324
2016
Q1 		$1K Buy
+12
New +$1.08K ﹤0.01% 385

Other funds holding VRTS

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Ipswich Investment Management's VRTS Position: Q1 2019 in Review

Ipswich Investment Management sold out of Virtus Investment Partners (VRTS) in Q1 2019, closing a stake of 12 shares — an estimated $1K sold.

Ipswich Investment Management first reported a position in VRTS in Q1 2016 and held it in 2 quarters. The position peaked at $1K in Q4 2018. 140 funds tracked by Wall St. Rank hold VRTS as of Q1 2019.

  • Ipswich Investment Management reported no remaining Virtus Investment Partners position as of Q1 2019 after selling out during the quarter.
  • Ipswich Investment Management sold 12 Virtus Investment Partners shares in Q1 2019, an estimated $1K.
  • Ipswich Investment Management first reported a position in Virtus Investment Partners in Q1 2016 and held it in 2 quarters.
  • Ipswich Investment Management's Virtus Investment Partners position peaked at $1K in Q4 2018.
  • 140 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2019.

Based on Ipswich Investment Management's 13F filing for Q1 2019, filed 12 Apr 2019.