WA
CF icon

Waverly Advisors’s CF Industries CF Stock Holding History

Waverly Advisors’s Portfolio CF Stock Details CF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-90
Closed -$5K – 466
2014
Q3 		$5K Hold
90
– – ﹤0.01% 613
2014
Q2 		$4K Hold
90
– – ﹤0.01% 618
2014
Q1 		$5K Sell
90
-1,600
-95% -$77.9K ﹤0.01% 543
2013
Q4 		$79K Buy
1,690
+90
+6% +$3.94K 0.03% 269
2013
Q3 		$67K Buy
+1,600
New +$61.3K 0.03% 201

Other funds holding CF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PC
Passport Capital San Francisco, California $394M AUM 50.67% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Waverly Advisors's CF Position: Q4 2014 in Review

Waverly Advisors sold out of CF Industries (CF) in Q4 2014, closing a stake of 90 shares — an estimated $5K sold.

Waverly Advisors first reported a position in CF in Q3 2013 and held it in 5 quarters. The position peaked at $79K in Q4 2013. 512 funds tracked by Wall St. Rank hold CF as of Q4 2014.

  • Waverly Advisors reported no remaining CF Industries position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 90 CF Industries shares in Q4 2014, an estimated $5K.
  • Waverly Advisors first reported a position in CF Industries in Q3 2013 and held it in 5 quarters.
  • Waverly Advisors's CF Industries position peaked at $79K in Q4 2013.
  • 512 funds tracked by Wall St. Rank held CF Industries as of Q4 2014.

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