WIL
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Winifred I. Li’s Virtus Investment Partners VRTS Stock Holding History

Winifred I. Li’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
Q2 		– Sell
-18
Closed -$3K – 397
2014
Q1 		$3K Hold
18
– – ﹤0.01% 372
2013
Q4 		$4K Hold
18
– – ﹤0.01% 362
2013
Q3 		$3K Hold
18
– – ﹤0.01% 354
2013
Q2 		$3K Buy
+18
New +$3.73K ﹤0.01% 359

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
WC
Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Winifred I. Li's VRTS Position: Q2 2014 in Review

Winifred I. Li sold out of Virtus Investment Partners (VRTS) in Q2 2014, closing a stake of 18 shares — an estimated $3K sold.

Winifred I. Li first reported a position in VRTS in Q2 2013 and held it in 4 quarters. The position peaked at $4K in Q4 2013. 147 funds tracked by Wall St. Rank hold VRTS as of Q2 2014.

  • Winifred I. Li reported no remaining Virtus Investment Partners position as of Q2 2014 after selling out during the quarter.
  • Winifred I. Li sold 18 Virtus Investment Partners shares in Q2 2014, an estimated $3K.
  • Winifred I. Li first reported a position in Virtus Investment Partners in Q2 2013 and held it in 4 quarters.
  • Winifred I. Li's Virtus Investment Partners position peaked at $4K in Q4 2013.
  • 147 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2014.

Based on Winifred I. Li's 13F filing for Q2 2014, filed 11 Sep 2014.