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Nine Chapters Capital Management’s Virtus Investment Partners VRTS Stock Holding History

Nine Chapters Capital Management’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
2014
Q4 		– Sell
-6,000
Closed -$1.04M – 1205
2014
Q3 		$1.04M Buy
6,000
+2,800
+88% +$569K 0.09% 296
2014
Q2 		$678K Buy
+3,200
New +$604K 0.06% 452
2014
Q1 		– Sell
-4,100
Closed -$820K – 963
2013
Q4 		$820K Buy
+4,100
New +$787K 0.08% 342
2013
Q3 		– Sell
-1,400
Closed -$247K – 924
2013
Q2 		$247K Buy
+1,400
New +$290K 0.04% 492

Other funds holding VRTS

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WC
Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return