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OTA Financial Group’s VirnetX Holding Corp VHC Stock Holding History

OTA Financial Group’s Portfolio VHC Stock Details VHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-548
Closed -$212 – 110
2013
Q4 		$212 Buy
+548
New +$218K 0.13% 110

Other funds holding VHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WJA
Williams Jones & Associates New York $4.82B AUM 19.95% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

OTA Financial Group's VHC Position: Q1 2014 in Review

OTA Financial Group sold out of VirnetX Holding Corp (VHC) in Q1 2014, closing a stake of 548 shares — an estimated $212 sold.

OTA Financial Group first reported a position in VHC in Q4 2013 and held it in 1 quarter. The position peaked at $212 in Q4 2013. 91 funds tracked by Wall St. Rank hold VHC as of Q1 2014.

  • OTA Financial Group reported no remaining VirnetX Holding Corp position as of Q1 2014 after selling out during the quarter.
  • OTA Financial Group sold 548 VirnetX Holding Corp shares in Q1 2014, an estimated $212.
  • OTA Financial Group first reported a position in VirnetX Holding Corp in Q4 2013 and held it in 1 quarter.
  • OTA Financial Group's VirnetX Holding Corp position peaked at $212 in Q4 2013.
  • 91 funds tracked by Wall St. Rank held VirnetX Holding Corp as of Q1 2014.

Based on OTA Financial Group's 13F filing for Q1 2014, filed 30 Apr 2014.