STIA
VRTS icon

Stone Toro Investment Advisers’s Virtus Investment Partners VRTS Stock Holding History

Stone Toro Investment Advisers’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
-2,900
Closed -$511K – 209
2013
Q2 		$511K Buy
+2,900
New +$601K 0.31% 83

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

Stone Toro Investment Advisers's VRTS Position: Q3 2013 in Review

Stone Toro Investment Advisers sold out of Virtus Investment Partners (VRTS) in Q3 2013, closing a stake of 2,900 shares — an estimated $511K sold.

Stone Toro Investment Advisers first reported a position in VRTS in Q2 2013 and held it in 1 quarter. The position peaked at $511K in Q2 2013. 153 funds tracked by Wall St. Rank hold VRTS as of Q3 2013.

  • Stone Toro Investment Advisers reported no remaining Virtus Investment Partners position as of Q3 2013 after selling out during the quarter.
  • Stone Toro Investment Advisers sold 2,900 Virtus Investment Partners shares in Q3 2013, an estimated $511K.
  • Stone Toro Investment Advisers first reported a position in Virtus Investment Partners in Q2 2013 and held it in 1 quarter.
  • Stone Toro Investment Advisers's Virtus Investment Partners position peaked at $511K in Q2 2013.
  • 153 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q3 2013.

Based on Stone Toro Investment Advisers's 13F filing for Q3 2013, filed 12 Nov 2013.