WA
ARMH

Waverly Advisors’s ARM HOLDINGS PLC ADS ARMH Stock Holding History

Waverly Advisors’s Portfolio ARMH Stock Details ARMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-116
Closed -$6K – 440
2015
Q1 		$6K Hold
116
– – ﹤0.01% 297
2014
Q4 		$5K Sell
116
-146
-56% -$6.24K ﹤0.01% 376
2014
Q3 		$11K Hold
262
– – 0.01% 471
2014
Q2 		$12K Sell
262
-26
-9% -$1.21K 0.01% 418
2014
Q1 		$15K Buy
288
+28
+11% +$1.36K 0.01% 367
2013
Q4 		$14K Buy
+260
New +$12.7K ﹤0.01% 517

Other funds holding ARMH

Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Waverly Advisors's ARMH Position: Q2 2015 in Review

Waverly Advisors sold out of ARM HOLDINGS PLC ADS (ARMH) in Q2 2015, closing a stake of 116 shares — an estimated $6K sold.

Waverly Advisors first reported a position in ARMH in Q4 2013 and held it in 6 quarters. The position peaked at $15K in Q1 2014. 255 funds tracked by Wall St. Rank hold ARMH as of Q2 2015.

  • Waverly Advisors reported no remaining ARM HOLDINGS PLC ADS position as of Q2 2015 after selling out during the quarter.
  • Waverly Advisors sold 116 ARM HOLDINGS PLC ADS shares in Q2 2015, an estimated $6K.
  • Waverly Advisors first reported a position in ARM HOLDINGS PLC ADS in Q4 2013 and held it in 6 quarters.
  • Waverly Advisors's ARM HOLDINGS PLC ADS position peaked at $15K in Q1 2014.
  • 255 funds tracked by Wall St. Rank held ARM HOLDINGS PLC ADS as of Q2 2015.

Based on Waverly Advisors's 13F filing for Q2 2015, filed 10 Aug 2015.