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Moody National Bank Trust Division’s Virtus Investment Partners VRTS Stock Holding History

Moody National Bank Trust Division’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
Q1 		– Sell
-52
Closed -$4K – 1393
2018
Q4 		$4K Buy
+52
New +$5.05K ﹤0.01% 1012

Other funds holding VRTS

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 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

Moody National Bank Trust Division's VRTS Position: Q1 2019 in Review

Moody National Bank Trust Division sold out of Virtus Investment Partners (VRTS) in Q1 2019, closing a stake of 52 shares — an estimated $4K sold.

Moody National Bank Trust Division first reported a position in VRTS in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 140 funds tracked by Wall St. Rank hold VRTS as of Q1 2019.

  • Moody National Bank Trust Division reported no remaining Virtus Investment Partners position as of Q1 2019 after selling out during the quarter.
  • Moody National Bank Trust Division sold 52 Virtus Investment Partners shares in Q1 2019, an estimated $4K.
  • Moody National Bank Trust Division first reported a position in Virtus Investment Partners in Q4 2018 and held it in 1 quarter.
  • Moody National Bank Trust Division's Virtus Investment Partners position peaked at $4K in Q4 2018.
  • 140 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2019.

Based on Moody National Bank Trust Division's 13F filing for Q1 2019, filed 11 Apr 2019.