WA
VRTS icon

WealthTrust-Arizona’s Virtus Investment Partners VRTS Stock Holding History

WealthTrust-Arizona’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
2014
Q1 		– Sell
-11
Closed -$2K – 734
2013
Q4 		$2K Sell
11
-1
-8% -$192 ﹤0.01% 577
2013
Q3 		$2K Hold
12
– – ﹤0.01% 567
2013
Q2 		$2K Buy
+12
New +$2.49K ﹤0.01% 539

Other funds holding VRTS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $647M AUM 24.91% 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 $12.2B AUM 12.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

WealthTrust-Arizona's VRTS Position: Q1 2014 in Review

WealthTrust-Arizona sold out of Virtus Investment Partners (VRTS) in Q1 2014, closing a stake of 11 shares — an estimated $2K sold.

WealthTrust-Arizona first reported a position in VRTS in Q2 2013 and held it in 3 quarters. The position peaked at $2K in Q4 2013. 152 funds tracked by Wall St. Rank hold VRTS as of Q1 2014.

  • WealthTrust-Arizona reported no remaining Virtus Investment Partners position as of Q1 2014 after selling out during the quarter.
  • WealthTrust-Arizona sold 11 Virtus Investment Partners shares in Q1 2014, an estimated $2K.
  • WealthTrust-Arizona first reported a position in Virtus Investment Partners in Q2 2013 and held it in 3 quarters.
  • WealthTrust-Arizona's Virtus Investment Partners position peaked at $2K in Q4 2013.
  • 152 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2014.

Based on WealthTrust-Arizona's 13F filing for Q1 2014, filed 23 Apr 2014.