Mount Yale Investment Advisors, LLC Virtus Investment Partners, Inc. Transaction History

Mount Yale Investment Advisors, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2018 Feb 14, 2019	SELL	$70.48 - $115.55 $42,851 - $70,254	-608 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$113.75 - $133.25 $4,322 - $5,063	38 Added 6.67%	608 $62,000
Q2 2018 Aug 22, 2018	SELL	$114.15 - $137.5 $1,027 - $1,237	-9 Reduced 1.55%	570 $73,000
Q1 2018 Jun 25, 2018	BUY	$114.85 - $134.3 $66,498 - $77,759	579 New	579 $72,000

235

5.53M

Ticker VRTS
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 7,275,340
Market Cap $1.7B
Description
Virtus Investment Partners, Inc. is a publicly owned investment manager. The firm primarily provides its services to individual and institutional clients. It launches separate client focused equity and fixed income portfolios. The firm launches equity, fixed income, and balanced mutual funds for its clients. It invests in the public equity, fixe...

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