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Waverly Advisors’s BancFirst BANF Stock Holding History

Waverly Advisors’s Portfolio BANF Stock Details BANF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-68
Closed -$2K – 439
2014
Q3 		$2K Hold
68
– – ﹤0.01% 717
2014
Q2 		$2K Hold
68
– – ﹤0.01% 687
2014
Q1 		$2K Hold
68
– – ﹤0.01% 650
2013
Q4 		$2K Buy
+68
New +$1.88K ﹤0.01% 772

Other funds holding BANF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Waverly Advisors's BANF Position: Q4 2014 in Review

Waverly Advisors sold out of BancFirst (BANF) in Q4 2014, closing a stake of 68 shares — an estimated $2K sold.

Waverly Advisors first reported a position in BANF in Q4 2013 and held it in 4 quarters. The position peaked at $2K in Q3 2014. 89 funds tracked by Wall St. Rank hold BANF as of Q4 2014.

  • Waverly Advisors reported no remaining BancFirst position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 68 BancFirst shares in Q4 2014, an estimated $2K.
  • Waverly Advisors first reported a position in BancFirst in Q4 2013 and held it in 4 quarters.
  • Waverly Advisors's BancFirst position peaked at $2K in Q3 2014.
  • 89 funds tracked by Wall St. Rank held BancFirst as of Q4 2014.

Based on Waverly Advisors's 13F filing for Q4 2014, filed 15 Jan 2015.