WA
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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 $24.3B AUM 34.41% 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 $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return