WA
CCXI

Waverly Advisors’s ChemoCentryx, Inc. CCXI Stock Holding History

Waverly Advisors’s Portfolio CCXI Stock Details CCXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-4,520
Closed -$25K – 855
2013
Q3 		$25K Buy
+4,520
New +$48.9K 0.01% 336

Other funds holding CCXI

BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
BC
Broadfin Capital New York $747M AUM 100.56% 1-Year Est. Return
GPP
Great Point Partners Greenwich, Connecticut $435M AUM 318.81% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Waverly Advisors's CCXI Position: Q4 2013 in Review

Waverly Advisors sold out of ChemoCentryx, Inc. (CCXI) in Q4 2013, closing a stake of 4,520 shares — an estimated $25K sold.

Waverly Advisors first reported a position in CCXI in Q3 2013 and held it in 1 quarter. The position peaked at $25K in Q3 2013. 60 funds tracked by Wall St. Rank hold CCXI as of Q4 2013.

  • Waverly Advisors reported no remaining ChemoCentryx, Inc. position as of Q4 2013 after selling out during the quarter.
  • Waverly Advisors sold 4,520 ChemoCentryx, Inc. shares in Q4 2013, an estimated $25K.
  • Waverly Advisors first reported a position in ChemoCentryx, Inc. in Q3 2013 and held it in 1 quarter.
  • Waverly Advisors's ChemoCentryx, Inc. position peaked at $25K in Q3 2013.
  • 60 funds tracked by Wall St. Rank held ChemoCentryx, Inc. as of Q4 2013.

Based on Waverly Advisors's 13F filing for Q4 2013, filed 27 Jan 2014.