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Sonora Investment Management’s Virtus Investment Partners VRTS Stock Holding History

Sonora Investment Management’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
2015
Q4 		– Sell
-25
Closed -$3K – 1157
2015
Q3 		$3K Buy
+25
New +$2.88K ﹤0.01% 920

Other funds holding VRTS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $647M AUM 24.91% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WC
Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return

Sonora Investment Management's VRTS Position: Q4 2015 in Review

Sonora Investment Management sold out of Virtus Investment Partners (VRTS) in Q4 2015, closing a stake of 25 shares — an estimated $3K sold.

Sonora Investment Management first reported a position in VRTS in Q3 2015 and held it in 1 quarter. The position peaked at $3K in Q3 2015. 125 funds tracked by Wall St. Rank hold VRTS as of Q4 2015.

  • Sonora Investment Management reported no remaining Virtus Investment Partners position as of Q4 2015 after selling out during the quarter.
  • Sonora Investment Management sold 25 Virtus Investment Partners shares in Q4 2015, an estimated $3K.
  • Sonora Investment Management first reported a position in Virtus Investment Partners in Q3 2015 and held it in 1 quarter.
  • Sonora Investment Management's Virtus Investment Partners position peaked at $3K in Q3 2015.
  • 125 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q4 2015.

Based on Sonora Investment Management's 13F filing for Q4 2015, filed 10 Mar 2016.