Waverly Advisors’s Air Lease Corp AL Stock Holding History

Waverly Advisors’s Portfolio AL Stock Details AL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-1,770	Closed	-$49K	–	816
2013 Q3	$49K	Buy	+1,770	New	+$48.5K	0.03%	249

Other funds holding AL

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OCM

Osterweis Capital Management San Francisco, California $1.94B AUM 20.77% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

KAM

Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

Waverly Advisors's AL Position: Q4 2013 in Review

Waverly Advisors sold out of Air Lease Corp (AL) in Q4 2013, closing a stake of 1,770 shares — an estimated $49K sold.

Waverly Advisors first reported a position in AL in Q3 2013 and held it in 1 quarter. The position peaked at $49K in Q3 2013. 194 funds tracked by Wall St. Rank hold AL as of Q4 2013.

Waverly Advisors reported no remaining Air Lease Corp position as of Q4 2013 after selling out during the quarter.
Waverly Advisors sold 1,770 Air Lease Corp shares in Q4 2013, an estimated $49K.
Waverly Advisors first reported a position in Air Lease Corp in Q3 2013 and held it in 1 quarter.
Waverly Advisors's Air Lease Corp position peaked at $49K in Q3 2013.
194 funds tracked by Wall St. Rank held Air Lease Corp as of Q4 2013.

Based on Waverly Advisors's 13F filing for Q4 2013, filed 27 Jan 2014.