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Winslow Evans & Crocker’s Virtus Investment Partners VRTS Stock Holding History

Winslow Evans & Crocker’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
-65
Closed -$13K – 1397
2013
Q4 		$13K Buy
+65
New +$12.5K ﹤0.01% 828

Other funds holding VRTS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $679M AUM 25.18% 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 $13.1B AUM 24.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Winslow Evans & Crocker's VRTS Position: Q1 2014 in Review

Winslow Evans & Crocker sold out of Virtus Investment Partners (VRTS) in Q1 2014, closing a stake of 65 shares — an estimated $13K sold.

Winslow Evans & Crocker first reported a position in VRTS in Q4 2013 and held it in 1 quarter. The position peaked at $13K in Q4 2013. 152 funds tracked by Wall St. Rank hold VRTS as of Q1 2014.

  • Winslow Evans & Crocker reported no remaining Virtus Investment Partners position as of Q1 2014 after selling out during the quarter.
  • Winslow Evans & Crocker sold 65 Virtus Investment Partners shares in Q1 2014, an estimated $13K.
  • Winslow Evans & Crocker first reported a position in Virtus Investment Partners in Q4 2013 and held it in 1 quarter.
  • Winslow Evans & Crocker's Virtus Investment Partners position peaked at $13K in Q4 2013.
  • 152 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2014.

Based on Winslow Evans & Crocker's 13F filing for Q1 2014, filed 11 Apr 2014.