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Waverly Advisors’s American Airlines Group AAL Stock Holding History

Waverly Advisors’s Portfolio AAL Stock Details AAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-4,036
Closed -$210K – 177
2017
Q4 		$210K Sell
4,036
-320
-7% -$15.9K 0.03% 223
2017
Q3 		$207K Sell
4,356
-4,830
-53% -$234K 0.04% 221
2017
Q2 		$462K Sell
9,186
-360
-4% -$16.7K 0.12% 137
2017
Q1 		$404K Buy
+9,546
New +$432K 0.11% 147
2015
Q4 		– Sell
-1,414
Closed -$55K – 130
2015
Q3 		$55K Buy
1,414
+4
+0.3% +$164 0.04% 124
2015
Q2 		$56K Buy
+1,410
New +$64.3K 0.03% 122
2014
Q2 		– Sell
-1,763
Closed -$65K – 719
2014
Q1 		$65K Hold
1,763
– – 0.03% 194
2013
Q4 		$45K Buy
+1,763
New +$45.4K 0.02% 347

Other funds holding AAL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Waverly Advisors's AAL Position: Q1 2018 in Review

Waverly Advisors sold out of American Airlines Group (AAL) in Q1 2018, closing a stake of 4,036 shares — an estimated $210K sold.

Waverly Advisors first reported a position in AAL in Q4 2013 and held it in 8 quarters. The position peaked at $462K in Q2 2017. 585 funds tracked by Wall St. Rank hold AAL as of Q1 2018.

  • Waverly Advisors reported no remaining American Airlines Group position as of Q1 2018 after selling out during the quarter.
  • Waverly Advisors sold 4,036 American Airlines Group shares in Q1 2018, an estimated $210K.
  • Waverly Advisors first reported a position in American Airlines Group in Q4 2013 and held it in 8 quarters.
  • Waverly Advisors's American Airlines Group position peaked at $462K in Q2 2017.
  • 585 funds tracked by Wall St. Rank held American Airlines Group as of Q1 2018.

Based on Waverly Advisors's 13F filing for Q1 2018, filed 4 May 2018.