Waverly Advisors
CLR

Waverly Advisors’s CONTINENTAL RESOURCES INC. CLR Stock Holding History

Waverly Advisors’s Portfolio CLR Stock Details CLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-300
Closed -$20K – 708
2014
Q3 		$20K Sell
300
-300
-50% -$22.4K 0.01% 338
2014
Q2 		$47K Hold
600
– – 0.02% 240
2014
Q1 		$37K Hold
600
– – 0.02% 247
2013
Q4 		$34K Buy
+600
New +$33.5K 0.01% 379

Other funds holding CLR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Waddell & Reed Financial
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TIAA CREF Investment Management
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Waverly Advisors's CLR Position: Q4 2014 in Review

Waverly Advisors sold out of CONTINENTAL RESOURCES INC. (CLR) in Q4 2014, closing a stake of 300 shares — an estimated $20K sold.

Waverly Advisors first reported a position in CLR in Q4 2013 and held it in 4 quarters. The position peaked at $47K in Q2 2014. 365 funds tracked by Wall St. Rank hold CLR as of Q4 2014.

  • Waverly Advisors reported no remaining CONTINENTAL RESOURCES INC. position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 300 CONTINENTAL RESOURCES INC. shares in Q4 2014, an estimated $20K.
  • Waverly Advisors first reported a position in CONTINENTAL RESOURCES INC. in Q4 2013 and held it in 4 quarters.
  • Waverly Advisors's CONTINENTAL RESOURCES INC. position peaked at $47K in Q2 2014.
  • 365 funds tracked by Wall St. Rank held CONTINENTAL RESOURCES INC. as of Q4 2014.

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