Waverly Advisors’s CNX Resources CNX Stock Holding History

Waverly Advisors’s Portfolio CNX Stock Details CNX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-32	Closed	-$1K	–	711
2013 Q4	$1K	Hold	32	–	–	﹤0.01%	803
2013 Q3	$1K	Buy	+32	New	+$836	﹤0.01%	557

Other funds holding CNX

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Waverly Advisors's CNX Position: Q1 2014 in Review

Waverly Advisors sold out of CNX Resources (CNX) in Q1 2014, closing a stake of 32 shares — an estimated $1K sold.

Waverly Advisors first reported a position in CNX in Q3 2013 and held it in 2 quarters. The position peaked at $1K in Q4 2013. 341 funds tracked by Wall St. Rank hold CNX as of Q1 2014.

Waverly Advisors reported no remaining CNX Resources position as of Q1 2014 after selling out during the quarter.
Waverly Advisors sold 32 CNX Resources shares in Q1 2014, an estimated $1K.
Waverly Advisors first reported a position in CNX Resources in Q3 2013 and held it in 2 quarters.
Waverly Advisors's CNX Resources position peaked at $1K in Q4 2013.
341 funds tracked by Wall St. Rank held CNX Resources as of Q1 2014.

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