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Robert N. Shapiro’s Virtus Investment Partners VRTS Stock Holding History

Robert N. Shapiro’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
2013
Q4 		– Sell
-169
Closed -$27K – 915
2013
Q3 		$27K Hold
169
– – ﹤0.01% 735
2013
Q2 		$30K Buy
+169
New +$35K 0.01% 665

Other funds holding VRTS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 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 $13.1B AUM 24.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return

Robert N. Shapiro's VRTS Position: Q4 2013 in Review

Robert N. Shapiro sold out of Virtus Investment Partners (VRTS) in Q4 2013, closing a stake of 169 shares — an estimated $27K sold.

Robert N. Shapiro first reported a position in VRTS in Q2 2013 and held it in 2 quarters. The position peaked at $30K in Q2 2013. 150 funds tracked by Wall St. Rank hold VRTS as of Q4 2013.

  • Robert N. Shapiro reported no remaining Virtus Investment Partners position as of Q4 2013 after selling out during the quarter.
  • Robert N. Shapiro sold 169 Virtus Investment Partners shares in Q4 2013, an estimated $27K.
  • Robert N. Shapiro first reported a position in Virtus Investment Partners in Q2 2013 and held it in 2 quarters.
  • Robert N. Shapiro's Virtus Investment Partners position peaked at $30K in Q2 2013.
  • 150 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q4 2013.

Based on Robert N. Shapiro's 13F filing for Q4 2013, filed 6 Feb 2014.