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US Financial Advisors’s Virtus Investment Partners VRTS Stock Holding History

US Financial Advisors’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
2016
Q2 		– Sell
-7
Closed -$1K – 389
2016
Q1 		$1K Hold
7
– – ﹤0.01% 433
2015
Q4 		$1K Hold
7
– – ﹤0.01% 572
2015
Q3 		$1K Hold
7
– – ﹤0.01% 523
2015
Q2 		$1K Buy
+7
New +$913 ﹤0.01% 487

Other funds holding VRTS

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RCM
Riverhead Capital Management Wilmington, Delaware $2.71B AUM 2.34% 1-Year Est. Return

US Financial Advisors's VRTS Position: Q2 2016 in Review

US Financial Advisors sold out of Virtus Investment Partners (VRTS) in Q2 2016, closing a stake of 7 shares — an estimated $1K sold.

US Financial Advisors first reported a position in VRTS in Q2 2015 and held it in 4 quarters. The position peaked at $1K in Q1 2016. 107 funds tracked by Wall St. Rank hold VRTS as of Q2 2016.

  • US Financial Advisors reported no remaining Virtus Investment Partners position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 7 Virtus Investment Partners shares in Q2 2016, an estimated $1K.
  • US Financial Advisors first reported a position in Virtus Investment Partners in Q2 2015 and held it in 4 quarters.
  • US Financial Advisors's Virtus Investment Partners position peaked at $1K in Q1 2016.
  • 107 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.