WA
BSP

Waverly Advisors’s AMERN STRATEGIC INCM PORTF II BSP Stock Holding History

Waverly Advisors’s Portfolio BSP Stock Details BSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-1,097
Closed -$10K – 810
2014
Q2 		$10K Hold
1,097
– – ﹤0.01% 457
2014
Q1 		$9K Hold
1,097
– – ﹤0.01% 457
2013
Q4 		$8K Hold
1,097
– – ﹤0.01% 605
2013
Q3 		$9K Buy
+1,097
New +$8.8K ﹤0.01% 456

Waverly Advisors's BSP Position: Q3 2014 in Review

Waverly Advisors sold out of AMERN STRATEGIC INCM PORTF II (BSP) in Q3 2014, closing a stake of 1,097 shares — an estimated $10K sold.

Waverly Advisors first reported a position in BSP in Q3 2013 and held it in 4 quarters. The position peaked at $10K in Q2 2014. 0 funds tracked by Wall St. Rank hold BSP as of Q3 2014.

  • Waverly Advisors reported no remaining AMERN STRATEGIC INCM PORTF II position as of Q3 2014 after selling out during the quarter.
  • Waverly Advisors sold 1,097 AMERN STRATEGIC INCM PORTF II shares in Q3 2014, an estimated $10K.
  • Waverly Advisors first reported a position in AMERN STRATEGIC INCM PORTF II in Q3 2013 and held it in 4 quarters.
  • Waverly Advisors's AMERN STRATEGIC INCM PORTF II position peaked at $10K in Q2 2014.
  • 0 funds tracked by Wall St. Rank held AMERN STRATEGIC INCM PORTF II as of Q3 2014.

Based on Waverly Advisors's 13F filing for Q3 2014, filed 28 Oct 2014.