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Marino Stram & Associates’s Virtus Investment Partners VRTS Stock Holding History

Marino Stram & Associates’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
Q2 		– Sell
-1
Closed – – 564
2019
Q1 		$0 Buy
+1
New +$95 ﹤0.01% 674
2018
Q4 		– Sell
-1
Closed – – 665
2018
Q3 		$0 Hold
1
– – ﹤0.01% 511
2018
Q2 		$0 Hold
1
– – ﹤0.01% 533
2018
Q1 		$0 Hold
1
– – ﹤0.01% 495
2017
Q4 		$0 Buy
+1
New +$118 ﹤0.01% 477

Other funds holding VRTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Marino Stram & Associates's VRTS Position: Q2 2019 in Review

Marino Stram & Associates sold out of Virtus Investment Partners (VRTS) in Q2 2019, closing a stake of 1 share.

Marino Stram & Associates first reported a position in VRTS in Q4 2017 and held it in 5 quarters. The position peaked at $0 in Q1 2019. 144 funds tracked by Wall St. Rank hold VRTS as of Q2 2019.

  • Marino Stram & Associates reported no remaining Virtus Investment Partners position as of Q2 2019 after selling out during the quarter.
  • Marino Stram & Associates sold 1 Virtus Investment Partners share in Q2 2019.
  • Marino Stram & Associates first reported a position in Virtus Investment Partners in Q4 2017 and held it in 5 quarters.
  • Marino Stram & Associates's Virtus Investment Partners position peaked at $0 in Q1 2019.
  • 144 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.