WA
CSP

Waverly Advisors’s AMER STRATEGIC INCM PTFL-III CSP Stock Holding History

Waverly Advisors’s Portfolio CSP Stock Details CSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-1,166
Closed -$9K – 808
2014
Q2 		$9K Hold
1,166
– – ﹤0.01% 482
2014
Q1 		$8K Hold
1,166
– – ﹤0.01% 482
2013
Q4 		$8K Hold
1,166
– – ﹤0.01% 604
2013
Q3 		$8K Buy
+1,166
New +$7.96K ﹤0.01% 462

Waverly Advisors's CSP Position: Q3 2014 in Review

Waverly Advisors sold out of AMER STRATEGIC INCM PTFL-III (CSP) in Q3 2014, closing a stake of 1,166 shares — an estimated $9K sold.

Waverly Advisors first reported a position in CSP in Q3 2013 and held it in 4 quarters. The position peaked at $9K in Q2 2014. 0 funds tracked by Wall St. Rank hold CSP as of Q3 2014.

  • Waverly Advisors reported no remaining AMER STRATEGIC INCM PTFL-III position as of Q3 2014 after selling out during the quarter.
  • Waverly Advisors sold 1,166 AMER STRATEGIC INCM PTFL-III shares in Q3 2014, an estimated $9K.
  • Waverly Advisors first reported a position in AMER STRATEGIC INCM PTFL-III in Q3 2013 and held it in 4 quarters.
  • Waverly Advisors's AMER STRATEGIC INCM PTFL-III position peaked at $9K in Q2 2014.
  • 0 funds tracked by Wall St. Rank held AMER STRATEGIC INCM PTFL-III as of Q3 2014.

Based on Waverly Advisors's 13F filing for Q3 2014, filed 28 Oct 2014.