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J. Goldman & Co’s Virtus Investment Partners VRTS Stock Holding History

J. Goldman & Co’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
2015
Q1 		– Sell
-5,316
Closed -$906K – 313
2014
Q4 		$906K Buy
+5,316
New +$889K 0.11% 154

Other funds holding VRTS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WC
Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

J. Goldman & Co's VRTS Position: Q1 2015 in Review

J. Goldman & Co sold out of Virtus Investment Partners (VRTS) in Q1 2015, closing a stake of 5,316 shares — an estimated $906K sold.

J. Goldman & Co first reported a position in VRTS in Q4 2014 and held it in 1 quarter. The position peaked at $906K in Q4 2014. 132 funds tracked by Wall St. Rank hold VRTS as of Q1 2015.

  • J. Goldman & Co reported no remaining Virtus Investment Partners position as of Q1 2015 after selling out during the quarter.
  • J. Goldman & Co sold 5,316 Virtus Investment Partners shares in Q1 2015, an estimated $906K.
  • J. Goldman & Co first reported a position in Virtus Investment Partners in Q4 2014 and held it in 1 quarter.
  • J. Goldman & Co's Virtus Investment Partners position peaked at $906K in Q4 2014.
  • 132 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2015.

Based on J. Goldman & Co's 13F filing for Q1 2015, filed 18 May 2015.