WA
CIT

Waverly Advisors’s CIT Group Inc. CIT Stock Holding History

Waverly Advisors’s Portfolio CIT Stock Details CIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-205
Closed -$9K – 794
2014
Q3 		$9K Hold
205
– – ﹤0.01% 523
2014
Q2 		$9K Sell
205
-14
-6% -$632 ﹤0.01% 484
2014
Q1 		$11K Sell
219
-68
-24% -$3.31K 0.01% 415
2013
Q4 		$15K Buy
+287
New +$14.3K 0.01% 507

Other funds holding CIT

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Waverly Advisors's CIT Position: Q4 2014 in Review

Waverly Advisors sold out of CIT Group Inc. (CIT) in Q4 2014, closing a stake of 205 shares — an estimated $9K sold.

Waverly Advisors first reported a position in CIT in Q4 2013 and held it in 4 quarters. The position peaked at $15K in Q4 2013. 346 funds tracked by Wall St. Rank hold CIT as of Q4 2014.

  • Waverly Advisors reported no remaining CIT Group Inc. position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 205 CIT Group Inc. shares in Q4 2014, an estimated $9K.
  • Waverly Advisors first reported a position in CIT Group Inc. in Q4 2013 and held it in 4 quarters.
  • Waverly Advisors's CIT Group Inc. position peaked at $15K in Q4 2013.
  • 346 funds tracked by Wall St. Rank held CIT Group Inc. as of Q4 2014.

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