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Sandy Spring Bank’s Virtus Investment Partners VRTS Stock Holding History

Sandy Spring Bank’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
Q4 		– Sell
-190
Closed -$21K – 870
2019
Q3 		$21K Buy
+190
New +$20.4K ﹤0.01% 616
2017
Q3 		– Sell
-7
Closed -$1K – 852
2017
Q2 		$1K Buy
+7
New +$742 ﹤0.01% 826

Other funds holding VRTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Brown Advisory
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Sandy Spring Bank's VRTS Position: Q4 2019 in Review

Sandy Spring Bank sold out of Virtus Investment Partners (VRTS) in Q4 2019, closing a stake of 190 shares — an estimated $21K sold.

Sandy Spring Bank first reported a position in VRTS in Q2 2017 and held it in 2 quarters. The position peaked at $21K in Q3 2019. 160 funds tracked by Wall St. Rank hold VRTS as of Q4 2019.

  • Sandy Spring Bank reported no remaining Virtus Investment Partners position as of Q4 2019 after selling out during the quarter.
  • Sandy Spring Bank sold 190 Virtus Investment Partners shares in Q4 2019, an estimated $21K.
  • Sandy Spring Bank first reported a position in Virtus Investment Partners in Q2 2017 and held it in 2 quarters.
  • Sandy Spring Bank's Virtus Investment Partners position peaked at $21K in Q3 2019.
  • 160 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q4 2019.

Based on Sandy Spring Bank's 13F filing for Q4 2019, filed 6 Feb 2020.