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Missouri Valley Partners’s Virtus Investment Partners VRTS Stock Holding History

Missouri Valley Partners’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
Q3 		$873K Buy
5,366
+2,470
+85% +$446K 0.33% 117
2013
Q2 		$510K Buy
+2,896
New +$600K 0.2% 151

Other funds holding VRTS

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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
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $12.2B AUM 12.45% 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 $871B AUM 31.28% 1-Year Est. Return
GA
Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Missouri Valley Partners's VRTS Position: Q3 2013 in Review

Missouri Valley Partners increased its Virtus Investment Partners (VRTS) stake by 85% in Q3 2013, buying an estimated $446K and bringing the position to 5,366 shares worth $873K. The position accounts for 0.33% of the portfolio, ranked #117.

Missouri Valley Partners first reported a position in VRTS in Q2 2013 and has held it in 2 quarters since. 153 funds tracked by Wall St. Rank hold VRTS as of Q3 2013.

  • Missouri Valley Partners held 5,366 shares of Virtus Investment Partners worth $873K as of Q3 2013.
  • Missouri Valley Partners bought 2,470 Virtus Investment Partners shares in Q3 2013, an estimated $446K.
  • Virtus Investment Partners made up 0.33% of Missouri Valley Partners's portfolio in Q3 2013, its #117 holding.
  • Missouri Valley Partners first reported a position in Virtus Investment Partners in Q2 2013 and has held it in 2 quarters since.
  • 153 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q3 2013.

Based on Missouri Valley Partners's 13F filing for Q3 2013, filed 13 Nov 2013.