WA
BID

Waverly Advisors’s Sotheby's BID Stock Holding History

Waverly Advisors’s Portfolio BID Stock Details BID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-7,761
Closed -$400K – 386
2017
Q4 		$400K Hold
7,761
– – 0.06% 164
2017
Q3 		$358K Sell
7,761
-745
-9% -$36.8K 0.08% 166
2017
Q2 		$457K Hold
8,506
– – 0.11% 139
2017
Q1 		$387K Buy
+8,506
New +$364K 0.1% 150

Other funds holding BID

TAMH
Taikang Asset Management (HK) Hong Kong $1B AUM 27.37% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Waverly Advisors's BID Position: Q1 2018 in Review

Waverly Advisors sold out of Sotheby's (BID) in Q1 2018, closing a stake of 7,761 shares — an estimated $400K sold.

Waverly Advisors first reported a position in BID in Q1 2017 and held it in 4 quarters. The position peaked at $457K in Q2 2017. 218 funds tracked by Wall St. Rank hold BID as of Q1 2018.

  • Waverly Advisors reported no remaining Sotheby's position as of Q1 2018 after selling out during the quarter.
  • Waverly Advisors sold 7,761 Sotheby's shares in Q1 2018, an estimated $400K.
  • Waverly Advisors first reported a position in Sotheby's in Q1 2017 and held it in 4 quarters.
  • Waverly Advisors's Sotheby's position peaked at $457K in Q2 2017.
  • 218 funds tracked by Wall St. Rank held Sotheby's as of Q1 2018.

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