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Scotia Capital’s Virtus Investment Partners VRTS Stock Holding History

Scotia Capital’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
Q3 		– Sell
-1,575
Closed -$277K – 515
2013
Q2 		$277K Buy
+1,575
New +$326K 0.01% 380

Other funds holding VRTS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GA
Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return

Scotia Capital's VRTS Position: Q3 2013 in Review

Scotia Capital sold out of Virtus Investment Partners (VRTS) in Q3 2013, closing a stake of 1,575 shares — an estimated $277K sold.

Scotia Capital first reported a position in VRTS in Q2 2013 and held it in 1 quarter. The position peaked at $277K in Q2 2013. 153 funds tracked by Wall St. Rank hold VRTS as of Q3 2013.

  • Scotia Capital reported no remaining Virtus Investment Partners position as of Q3 2013 after selling out during the quarter.
  • Scotia Capital sold 1,575 Virtus Investment Partners shares in Q3 2013, an estimated $277K.
  • Scotia Capital first reported a position in Virtus Investment Partners in Q2 2013 and held it in 1 quarter.
  • Scotia Capital's Virtus Investment Partners position peaked at $277K in Q2 2013.
  • 153 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q3 2013.

Based on Scotia Capital's 13F filing for Q3 2013, filed 14 Nov 2013.