WA
BIOL

Waverly Advisors’s Biolase, Inc. BIOL Stock Holding History

Waverly Advisors’s Portfolio BIOL Stock Details BIOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Hold
0
– -$5K – 410
2015
Q1 		– Hold
0
– – – 303
2014
Q4 		– Hold
0
– – – 352
2014
Q3 		– Hold
0
– – – 571
2014
Q2 		– Hold
0
– – – 566
2014
Q1 		– Hold
0
– – – 532
2013
Q4 		– Hold
0
– – – 597

Other funds holding BIOL

OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
VAM
Visium Asset Management New York $1.43B AUM 3.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BC
Birchview Capital Burlington, Vermont $176M AUM 95.04% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
CCM
Consonance Capital Management New York $7.28M AUM 43.59% 1-Year Est. Return
PCMI
Princeton Capital Management Inc Princeton, New Jersey $198M AUM 28.98% 1-Year Est. Return