Zuckerman Investment Group’s Virtus Investment Partners VRTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-182,173
| Closed | -$13M | – | 61 |
|
|
2016
Q2 | $13M | Buy |
182,173
+7,097
| +4% | +$505K | 3.47% | 14 |
|
|
2016
Q1 | $13.7M | Buy |
175,076
+24,681
| +16% | +$1.93M | 3.67% | 14 |
|
|
2015
Q4 | $17.7M | Sell |
150,395
-7,990
| -5% | -$938K | 4.17% | 9 |
|
|
2015
Q3 | $15.9M | Buy |
158,385
+80,675
| +104% | +$8.11M | 3.74% | 11 |
|
|
2015
Q2 | $10.3M | Buy |
+77,710
| New | +$10.3M | 2.3% | 17 |
|