Waverly Advisors’s Crane NXT CXT Stock Holding History

Waverly Advisors’s Portfolio CXT Stock Details CXT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-5,758	Closed	-$135K	–	716
2013 Q4	$135K	Hold	5,758	–	–	0.05%	188
2013 Q3	$123K	Buy	+5,758	New	+$122K	0.06%	136

Other funds holding CXT

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

BIT

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Waverly Advisors's CXT Position: Q1 2014 in Review

Waverly Advisors sold out of Crane NXT (CXT) in Q1 2014, closing a stake of 5,758 shares — an estimated $135K sold.

Waverly Advisors first reported a position in CXT in Q3 2013 and held it in 2 quarters. The position peaked at $135K in Q4 2013. 250 funds tracked by Wall St. Rank hold CXT as of Q1 2014.

Waverly Advisors reported no remaining Crane NXT position as of Q1 2014 after selling out during the quarter.
Waverly Advisors sold 5,758 Crane NXT shares in Q1 2014, an estimated $135K.
Waverly Advisors first reported a position in Crane NXT in Q3 2013 and held it in 2 quarters.
Waverly Advisors's Crane NXT position peaked at $135K in Q4 2013.
250 funds tracked by Wall St. Rank held Crane NXT as of Q1 2014.

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