WFG Advisors’s Virtus Investment Partners VRTS Stock Holding History

WFG 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 Q4	–	Sell	-10	Closed	-$1K	–	1744
2016 Q3	$1K	Hold	10	–	–	﹤0.01%	1511
2016 Q2	$1K	Hold	10	–	–	﹤0.01%	1504
2016 Q1	$1K	Hold	10	–	–	﹤0.01%	1464
2015 Q4	$1K	Hold	10	–	–	﹤0.01%	1501
2015 Q3	$1K	Sell	10 -10	-50%	-$1.15K	﹤0.01%	1533
2015 Q2	$3K	Hold	20	–	–	﹤0.01%	1437
2015 Q1	$3K	Sell	20 -20	-50%	-$2.83K	﹤0.01%	1493
2014 Q4	$7K	Hold	40	–	–	﹤0.01%	1578
2014 Q3	$7K	Sell	40 -10	-20%	-$2.03K	﹤0.01%	1590
2014 Q2	$11K	Hold	50	–	–	﹤0.01%	1463
2014 Q1	$9K	Hold	50	–	–	﹤0.01%	1491
2013 Q4	$10K	Buy	50 +30	+150%	+$5.76K	﹤0.01%	1585
2013 Q3	$3K	Buy	+20	New	+$3.62K	﹤0.01%	1873

Other funds holding VRTS

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Peregrine Capital Management Minneapolis, Minnesota $2.7B AUM 22.12% 1-Year Est. Return