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Reilly Financial Advisors’s Virtus Investment Partners VRTS Stock Holding History

Reilly Financial Advisors’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
Q1 		– Sell
-11
Closed -$2K – 861
2013
Q4 		$2K Buy
+11
New +$2.11K ﹤0.01% 808

Other funds holding VRTS

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Vanguard Group
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HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Reilly Financial Advisors's VRTS Position: Q1 2014 in Review

Reilly Financial Advisors sold out of Virtus Investment Partners (VRTS) in Q1 2014, closing a stake of 11 shares — an estimated $2K sold.

Reilly Financial Advisors first reported a position in VRTS in Q4 2013 and held it in 1 quarter. The position peaked at $2K in Q4 2013. 152 funds tracked by Wall St. Rank hold VRTS as of Q1 2014.

  • Reilly Financial Advisors reported no remaining Virtus Investment Partners position as of Q1 2014 after selling out during the quarter.
  • Reilly Financial Advisors sold 11 Virtus Investment Partners shares in Q1 2014, an estimated $2K.
  • Reilly Financial Advisors first reported a position in Virtus Investment Partners in Q4 2013 and held it in 1 quarter.
  • Reilly Financial Advisors's Virtus Investment Partners position peaked at $2K in Q4 2013.
  • 152 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2014.

Based on Reilly Financial Advisors's 13F filing for Q1 2014, filed 23 Apr 2014.