Neuburgh Advisers’s Virtus Investment Partners VRTS Stock Holding History

Neuburgh Advisers’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 Q3	$113K	Buy	1,024 +32	+3%	+$3.44K	﹤0.01%	780
2019 Q2	$107K	Hold	992	–	–	﹤0.01%	797
2019 Q1	$97K	Hold	992	–	–	﹤0.01%	793
2018 Q4	$79K	Buy	992 +128	+15%	+$12.4K	﹤0.01%	793
2018 Q3	$98K	Buy	864 +144	+20%	+$18.3K	﹤0.01%	808
2018 Q2	$92K	Hold	720	–	–	﹤0.01%	786
2018 Q1	$89K	Buy	720 +32	+5%	+$4.05K	﹤0.01%	795
2017 Q4	$79K	Buy	688 +144	+26%	+$16.9K	﹤0.01%	818
2017 Q3	$63K	Buy	544 +96	+21%	+$10.7K	﹤0.01%	825
2017 Q2	$50K	Buy	448 +192	+75%	+$20.4K	﹤0.01%	832
2017 Q1	$27K	Buy	256 +32	+14%	+$3.58K	﹤0.01%	836
2016 Q4	$26K	Buy	+224	New	+$24.5K	﹤0.01%	802

Other funds holding VRTS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return

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

Neuburgh Advisers's VRTS Position: Q3 2019 in Review

Neuburgh Advisers increased its Virtus Investment Partners (VRTS) stake by 3.2% in Q3 2019, buying an estimated $3.44K and bringing the position to 1,024 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #780.

Neuburgh Advisers first reported a position in VRTS in Q4 2016 and has held it in 12 quarters since. 156 funds tracked by Wall St. Rank hold VRTS as of Q3 2019.

Neuburgh Advisers held 1,024 shares of Virtus Investment Partners worth $113K as of Q3 2019.
Neuburgh Advisers bought 32 Virtus Investment Partners shares in Q3 2019, an estimated $3.44K.
Virtus Investment Partners made up ﹤0.01% of Neuburgh Advisers's portfolio in Q3 2019, its #780 holding.
Neuburgh Advisers first reported a position in Virtus Investment Partners in Q4 2016 and has held it in 12 quarters since.
156 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.