Waverly Advisors’s COVIDIEN PLC COM SHS NEW (IRELAND) COV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q1
Sell
-120
Closed -$12K 465
2014
Q4
$12K Sell
120
-353
-75% -$33.9K 0.01% 287
2014
Q3
$41K Hold
473
0.02% 246
2014
Q2
$43K Buy
473
+26
+6% +$1.95K 0.02% 251
2014
Q1
$33K Sell
447
-280
-39% -$19.5K 0.01% 257
2013
Q4
$50K Buy
727
+427
+142% +$27.8K 0.02% 332
2013
Q3
$18K Buy
+300
New +$18.3K 0.01% 372

Waverly Advisors's COV Position: Q1 2015 in Review

Waverly Advisors sold out of COVIDIEN PLC COM SHS NEW (IRELAND) (COV) in Q1 2015, closing a stake of 120 shares — an estimated $12K sold.

Waverly Advisors first reported a position in COV in Q3 2013 and held it in 6 quarters. The position peaked at $50K in Q4 2013. 1 fund tracked by Wall St. Rank holds COV as of Q1 2015.

  • Waverly Advisors reported no remaining COVIDIEN PLC COM SHS NEW (IRELAND) position as of Q1 2015 after selling out during the quarter.
  • Waverly Advisors sold 120 COVIDIEN PLC COM SHS NEW (IRELAND) shares in Q1 2015, an estimated $12K.
  • Waverly Advisors first reported a position in COVIDIEN PLC COM SHS NEW (IRELAND) in Q3 2013 and held it in 6 quarters.
  • Waverly Advisors's COVIDIEN PLC COM SHS NEW (IRELAND) position peaked at $50K in Q4 2013.
  • 1 fund tracked by Wall St. Rank held COVIDIEN PLC COM SHS NEW (IRELAND) as of Q1 2015.

Based on Waverly Advisors's 13F filing for Q1 2015, filed 7 May 2015.