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MUFG Americas’s Virtus Investment Partners VRTS Stock Holding History

MUFG Americas’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
Q3 		– Sell
-41
Closed -$5K – 1225
2017
Q2 		$5K Sell
41
-135
-77% -$14.3K ﹤0.01% 938
2017
Q1 		$19K Buy
176
+30
+21% +$3.35K ﹤0.01% 730
2016
Q4 		$17K Buy
+146
New +$15.9K ﹤0.01% 750

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 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

MUFG Americas's VRTS Position: Q3 2017 in Review

MUFG Americas sold out of Virtus Investment Partners (VRTS) in Q3 2017, closing a stake of 41 shares — an estimated $5K sold.

MUFG Americas first reported a position in VRTS in Q4 2016 and held it in 3 quarters. The position peaked at $19K in Q1 2017. 137 funds tracked by Wall St. Rank hold VRTS as of Q3 2017.

  • MUFG Americas reported no remaining Virtus Investment Partners position as of Q3 2017 after selling out during the quarter.
  • MUFG Americas sold 41 Virtus Investment Partners shares in Q3 2017, an estimated $5K.
  • MUFG Americas first reported a position in Virtus Investment Partners in Q4 2016 and held it in 3 quarters.
  • MUFG Americas's Virtus Investment Partners position peaked at $19K in Q1 2017.
  • 137 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q3 2017.

Based on MUFG Americas's 13F filing for Q3 2017, filed 13 Nov 2017.