MWM
VRTU

MinichMacGregor Wealth Management’s Virtusa Corporation VRTU Stock Holding History

MinichMacGregor Wealth Management’s Portfolio VRTU Stock Details VRTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-308
Closed -$16K – 572
2018
Q3 		$16K Buy
308
+43
+16% +$2.34K 0.01% 255
2018
Q2 		$13K Buy
265
+23
+10% +$1.12K 0.01% 277
2018
Q1 		$11K Buy
+242
New +$11.5K 0.01% 298

Other funds holding VRTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MinichMacGregor Wealth Management's VRTU Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of Virtusa Corporation (VRTU) in Q4 2018, closing a stake of 308 shares — an estimated $16K sold.

MinichMacGregor Wealth Management first reported a position in VRTU in Q1 2018 and held it in 3 quarters. The position peaked at $16K in Q3 2018. 170 funds tracked by Wall St. Rank hold VRTU as of Q4 2018.

  • MinichMacGregor Wealth Management reported no remaining Virtusa Corporation position as of Q4 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 308 Virtusa Corporation shares in Q4 2018, an estimated $16K.
  • MinichMacGregor Wealth Management first reported a position in Virtusa Corporation in Q1 2018 and held it in 3 quarters.
  • MinichMacGregor Wealth Management's Virtusa Corporation position peaked at $16K in Q3 2018.
  • 170 funds tracked by Wall St. Rank held Virtusa Corporation as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.