WA
CJES

Waverly Advisors’s C&J ENERGY SVCS LTD CJES Stock Holding History

Waverly Advisors’s Portfolio CJES Stock Details CJES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-2,693
Closed -$62K – 889
2013
Q4 		$62K Hold
2,693
– – 0.02% 302
2013
Q3 		$54K Buy
+2,693
New +$55.5K 0.03% 237

Other funds holding CJES

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SG
StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Waverly Advisors's CJES Position: Q1 2014 in Review

Waverly Advisors sold out of C&J ENERGY SVCS LTD (CJES) in Q1 2014, closing a stake of 2,693 shares — an estimated $62K sold.

Waverly Advisors first reported a position in CJES in Q3 2013 and held it in 2 quarters. The position peaked at $62K in Q4 2013. 180 funds tracked by Wall St. Rank hold CJES as of Q1 2014.

  • Waverly Advisors reported no remaining C&J ENERGY SVCS LTD position as of Q1 2014 after selling out during the quarter.
  • Waverly Advisors sold 2,693 C&J ENERGY SVCS LTD shares in Q1 2014, an estimated $62K.
  • Waverly Advisors first reported a position in C&J ENERGY SVCS LTD in Q3 2013 and held it in 2 quarters.
  • Waverly Advisors's C&J ENERGY SVCS LTD position peaked at $62K in Q4 2013.
  • 180 funds tracked by Wall St. Rank held C&J ENERGY SVCS LTD as of Q1 2014.

Based on Waverly Advisors's 13F filing for Q1 2014, filed 28 Apr 2014.