WA
CKH

Waverly Advisors’s Seacor Holdings Inc. CKH Stock Holding History

Waverly Advisors’s Portfolio CKH Stock Details CKH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-61
Closed -$4K – 781
2014
Q3 		$4K Hold
61
– – ﹤0.01% 686
2014
Q2 		$5K Sell
61
-10
-14% -$798 ﹤0.01% 607
2014
Q1 		$6K Hold
71
– – ﹤0.01% 542
2013
Q4 		$6K Buy
+71
New +$6.44K ﹤0.01% 663

Other funds holding CKH

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Waverly Advisors's CKH Position: Q4 2014 in Review

Waverly Advisors sold out of Seacor Holdings Inc. (CKH) in Q4 2014, closing a stake of 61 shares — an estimated $4K sold.

Waverly Advisors first reported a position in CKH in Q4 2013 and held it in 4 quarters. The position peaked at $6K in Q1 2014. 147 funds tracked by Wall St. Rank hold CKH as of Q4 2014.

  • Waverly Advisors reported no remaining Seacor Holdings Inc. position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 61 Seacor Holdings Inc. shares in Q4 2014, an estimated $4K.
  • Waverly Advisors first reported a position in Seacor Holdings Inc. in Q4 2013 and held it in 4 quarters.
  • Waverly Advisors's Seacor Holdings Inc. position peaked at $6K in Q1 2014.
  • 147 funds tracked by Wall St. Rank held Seacor Holdings Inc. as of Q4 2014.

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