VFA
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Virtus Fund Advisers’s Exponent EXPO Stock Holding History

Virtus Fund Advisers’s Portfolio EXPO Stock Details EXPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-4,476
Closed -$83K – 1403
2014
Q2 		$83K Buy
+4,476
New +$80K ﹤0.01% 1525

Other funds holding EXPO

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Virtus Fund Advisers's EXPO Position: Q3 2014 in Review

Virtus Fund Advisers sold out of Exponent (EXPO) in Q3 2014, closing a stake of 4,476 shares — an estimated $83K sold.

Virtus Fund Advisers first reported a position in EXPO in Q2 2014 and held it in 1 quarter. The position peaked at $83K in Q2 2014. 140 funds tracked by Wall St. Rank hold EXPO as of Q3 2014.

  • Virtus Fund Advisers reported no remaining Exponent position as of Q3 2014 after selling out during the quarter.
  • Virtus Fund Advisers sold 4,476 Exponent shares in Q3 2014, an estimated $83K.
  • Virtus Fund Advisers first reported a position in Exponent in Q2 2014 and held it in 1 quarter.
  • Virtus Fund Advisers's Exponent position peaked at $83K in Q2 2014.
  • 140 funds tracked by Wall St. Rank held Exponent as of Q3 2014.

Based on Virtus Fund Advisers's 13F filing for Q3 2014, filed 31 Oct 2014.