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Waverly Advisors’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Waverly Advisors’s Portfolio AAXJ Stock Details AAXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,387
Closed -$85K – 341
2014
Q4 		$85K Hold
1,387
– – 0.04% 81
2014
Q3 		$85K Buy
1,387
+606
+78% +$39.1K 0.05% 155
2014
Q2 		$49K Buy
+781
New +$47.8K 0.02% 234

Other funds holding AAXJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Waverly Advisors's AAXJ Position: Q1 2015 in Review

Waverly Advisors sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q1 2015, closing a stake of 1,387 shares — an estimated $85K sold.

Waverly Advisors first reported a position in AAXJ in Q2 2014 and held it in 3 quarters. The position peaked at $85K in Q4 2014. 177 funds tracked by Wall St. Rank hold AAXJ as of Q1 2015.

  • Waverly Advisors reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q1 2015 after selling out during the quarter.
  • Waverly Advisors sold 1,387 iShares MSCI All Country Asia ex Japan ETF shares in Q1 2015, an estimated $85K.
  • Waverly Advisors first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q2 2014 and held it in 3 quarters.
  • Waverly Advisors's iShares MSCI All Country Asia ex Japan ETF position peaked at $85K in Q4 2014.
  • 177 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q1 2015.

Based on Waverly Advisors's 13F filing for Q1 2015, filed 7 May 2015.