Stifel Financial’s Virtus Investment Partners VRTS Stock Holding History

Stifel Financial’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
2020 Q1	–	Sell	-1,852	Closed	-$224K	–	3096
2019 Q4	$224K	Buy	+1,852	New	+$207K	﹤0.01%	2698
2015 Q3	–	Sell	-9,674	Closed	-$1.28M	–	2379
2015 Q2	$1.28M	Buy	9,674 +942	+11%	+$123K	0.01%	1236
2015 Q1	$1.14M	Sell	8,732 -38	-0.4%	-$5.37K	0.01%	1226
2014 Q4	$1.5M	Buy	8,770 +1,143	+15%	+$191K	0.01%	1059
2014 Q3	$1.32M	Sell	7,627 -31,429	-80%	-$6.39M	0.01%	966
2014 Q2	$8.27M	Buy	39,056 +32,623	+507%	+$6.15M	0.07%	322
2014 Q1	$1.11M	Buy	+6,433	New	+$1.19M	0.01%	1020

Other funds holding VRTS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial's VRTS Position: Q1 2020 in Review

Stifel Financial sold out of Virtus Investment Partners (VRTS) in Q1 2020, closing a stake of 1,852 shares — an estimated $224K sold.

Stifel Financial first reported a position in VRTS in Q1 2014 and held it in 7 quarters. The position peaked at $8.27M in Q2 2014. 146 funds tracked by Wall St. Rank hold VRTS as of Q1 2020.

Stifel Financial reported no remaining Virtus Investment Partners position as of Q1 2020 after selling out during the quarter.
Stifel Financial sold 1,852 Virtus Investment Partners shares in Q1 2020, an estimated $224K.
Stifel Financial first reported a position in Virtus Investment Partners in Q1 2014 and held it in 7 quarters.
Stifel Financial's Virtus Investment Partners position peaked at $8.27M in Q2 2014.
146 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2020.

Based on Stifel Financial's 13F filing for Q1 2020, filed 14 May 2020.