WA
CCC

Waverly Advisors’s Calgon Carbon Corp CCC Stock Holding History

Waverly Advisors’s Portfolio CCC Stock Details CCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-236
Closed -$5K – 734
2014
Q3 		$5K Hold
236
– – ﹤0.01% 642
2014
Q2 		$5K Hold
236
– – ﹤0.01% 601
2014
Q1 		$5K Hold
236
– – ﹤0.01% 569
2013
Q4 		$5K Buy
+236
New +$4.71K ﹤0.01% 687

Other funds holding CCC

SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BKBG
BHF Kleinwort Benson Group Brussels, Belgium $3.44B AUM 0.95% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Waverly Advisors's CCC Position: Q4 2014 in Review

Waverly Advisors sold out of Calgon Carbon Corp (CCC) in Q4 2014, closing a stake of 236 shares — an estimated $5K sold.

Waverly Advisors first reported a position in CCC in Q4 2013 and held it in 4 quarters. The position peaked at $5K in Q3 2014. 175 funds tracked by Wall St. Rank hold CCC as of Q4 2014.

  • Waverly Advisors reported no remaining Calgon Carbon Corp position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 236 Calgon Carbon Corp shares in Q4 2014, an estimated $5K.
  • Waverly Advisors first reported a position in Calgon Carbon Corp in Q4 2013 and held it in 4 quarters.
  • Waverly Advisors's Calgon Carbon Corp position peaked at $5K in Q3 2014.
  • 175 funds tracked by Wall St. Rank held Calgon Carbon Corp as of Q4 2014.

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