Steward Partners Investment Advisory’s Virtus Investment Partners, Inc. 7.25% Series D Mandatory Convertible Preferred Stock VRTSP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-1,200
Closed -$121K 2828
2019
Q4
$121K Hold
1,200
﹤0.01% 1051
2019
Q3
$115K Buy
1,200
+1,000
+500% +$93.8K ﹤0.01% 1038
2019
Q2
$18K Buy
+200
New +$19.5K ﹤0.01% 1757

Steward Partners Investment Advisory's VRTSP Position: Q1 2020 in Review

Steward Partners Investment Advisory sold out of Virtus Investment Partners, Inc. 7.25% Series D Mandatory Convertible Preferred Stock (VRTSP) in Q1 2020, closing a stake of 1,200 shares — an estimated $121K sold.

Steward Partners Investment Advisory first reported a position in VRTSP in Q2 2019 and held it in 3 quarters. The position peaked at $121K in Q4 2019. 0 funds tracked by Wall St. Rank hold VRTSP as of Q1 2020.

  • Steward Partners Investment Advisory reported no remaining Virtus Investment Partners, Inc. 7.25% Series D Mandatory Convertible Preferred Stock position as of Q1 2020 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,200 Virtus Investment Partners, Inc. 7.25% Series D Mandatory Convertible Preferred Stock shares in Q1 2020, an estimated $121K.
  • Steward Partners Investment Advisory first reported a position in Virtus Investment Partners, Inc. 7.25% Series D Mandatory Convertible Preferred Stock in Q2 2019 and held it in 3 quarters.
  • Steward Partners Investment Advisory's Virtus Investment Partners, Inc. 7.25% Series D Mandatory Convertible Preferred Stock position peaked at $121K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held Virtus Investment Partners, Inc. 7.25% Series D Mandatory Convertible Preferred Stock as of Q1 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2020, filed 29 Apr 2020.