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Koch Industries’s Virtus Investment Partners VRTS Stock Holding History

Koch Industries’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
2017
Q2 		– Sell
-1,917
Closed -$203K – 556
2017
Q1 		$203K Buy
+1,917
New +$214K 0.17% 230

Other funds holding VRTS

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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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Koch Industries's VRTS Position: Q2 2017 in Review

Koch Industries sold out of Virtus Investment Partners (VRTS) in Q2 2017, closing a stake of 1,917 shares — an estimated $203K sold.

Koch Industries first reported a position in VRTS in Q1 2017 and held it in 1 quarter. The position peaked at $203K in Q1 2017. 136 funds tracked by Wall St. Rank hold VRTS as of Q2 2017.

  • Koch Industries reported no remaining Virtus Investment Partners position as of Q2 2017 after selling out during the quarter.
  • Koch Industries sold 1,917 Virtus Investment Partners shares in Q2 2017, an estimated $203K.
  • Koch Industries first reported a position in Virtus Investment Partners in Q1 2017 and held it in 1 quarter.
  • Koch Industries's Virtus Investment Partners position peaked at $203K in Q1 2017.
  • 136 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2017.

Based on Koch Industries's 13F filing for Q2 2017, filed 15 Aug 2017.