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Waverly Advisors’s Grupo Cibest SA CIB Stock Holding History

Waverly Advisors’s Portfolio CIB Stock Details CIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-39
Closed -$2K – 468
2014
Q3 		$2K Hold
39
– – ﹤0.01% 719
2014
Q2 		$2K Hold
39
– – ﹤0.01% 690
2014
Q1 		$2K Buy
39
+8
+26% +$392 ﹤0.01% 651
2013
Q4 		$2K Buy
+31
New +$1.65K ﹤0.01% 773

Other funds holding CIB

NC
Northern Cross Boston, Massachusetts $279M AUM 1.98% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Waverly Advisors's CIB Position: Q4 2014 in Review

Waverly Advisors sold out of Grupo Cibest SA (CIB) in Q4 2014, closing a stake of 39 shares — an estimated $2K sold.

Waverly Advisors first reported a position in CIB in Q4 2013 and held it in 4 quarters. The position peaked at $2K in Q3 2014. 129 funds tracked by Wall St. Rank hold CIB as of Q4 2014.

  • Waverly Advisors reported no remaining Grupo Cibest SA position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 39 Grupo Cibest SA shares in Q4 2014, an estimated $2K.
  • Waverly Advisors first reported a position in Grupo Cibest SA in Q4 2013 and held it in 4 quarters.
  • Waverly Advisors's Grupo Cibest SA position peaked at $2K in Q3 2014.
  • 129 funds tracked by Wall St. Rank held Grupo Cibest SA as of Q4 2014.

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