Waverly Advisors’s City Holding Co CHCO Stock Holding History

Waverly Advisors’s Portfolio CHCO Stock Details CHCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-410	Closed	-$20K	–	176
2015 Q3	$20K	Buy	+410	New	+$19.9K	0.01%	269

Other funds holding CHCO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Waverly Advisors's CHCO Position: Q4 2015 in Review

Waverly Advisors sold out of City Holding Co (CHCO) in Q4 2015, closing a stake of 410 shares — an estimated $20K sold.

Waverly Advisors first reported a position in CHCO in Q3 2015 and held it in 1 quarter. The position peaked at $20K in Q3 2015. 128 funds tracked by Wall St. Rank hold CHCO as of Q4 2015.

Waverly Advisors reported no remaining City Holding Co position as of Q4 2015 after selling out during the quarter.
Waverly Advisors sold 410 City Holding Co shares in Q4 2015, an estimated $20K.
Waverly Advisors first reported a position in City Holding Co in Q3 2015 and held it in 1 quarter.
Waverly Advisors's City Holding Co position peaked at $20K in Q3 2015.
128 funds tracked by Wall St. Rank held City Holding Co as of Q4 2015.

Based on Waverly Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.