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JP Morgan Private Wealth Advisors’s Virtus Investment Partners VRTS Stock Holding History

JP Morgan Private Wealth Advisors’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
2013
Q4 		– Sell
-1,373
Closed -$223K – 712
2013
Q3 		$223K Sell
1,373
-7
-0.5% -$1.26K 0.01% 576
2013
Q2 		$243K Buy
+1,380
New +$286K 0.01% 528

Other funds holding VRTS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GA
Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return

JP Morgan Private Wealth Advisors's VRTS Position: Q4 2013 in Review

JP Morgan Private Wealth Advisors sold out of Virtus Investment Partners (VRTS) in Q4 2013, closing a stake of 1,373 shares — an estimated $223K sold.

JP Morgan Private Wealth Advisors first reported a position in VRTS in Q2 2013 and held it in 2 quarters. The position peaked at $243K in Q2 2013. 150 funds tracked by Wall St. Rank hold VRTS as of Q4 2013.

  • JP Morgan Private Wealth Advisors reported no remaining Virtus Investment Partners position as of Q4 2013 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 1,373 Virtus Investment Partners shares in Q4 2013, an estimated $223K.
  • JP Morgan Private Wealth Advisors first reported a position in Virtus Investment Partners in Q2 2013 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's Virtus Investment Partners position peaked at $243K in Q2 2013.
  • 150 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q4 2013.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2013, filed 31 Jan 2014.