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Waverly Advisors’s Dime Commercial Bancshares DCOM Stock Holding History

Waverly Advisors’s Portfolio DCOM Stock Details DCOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-150
Closed -$4K – 718
2013
Q4 		$4K Hold
150
– – ﹤0.01% 699
2013
Q3 		$3K Buy
+150
New +$3.34K ﹤0.01% 519

Other funds holding DCOM

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Waverly Advisors's DCOM Position: Q1 2014 in Review

Waverly Advisors sold out of Dime Commercial Bancshares (DCOM) in Q1 2014, closing a stake of 150 shares — an estimated $4K sold.

Waverly Advisors first reported a position in DCOM in Q3 2013 and held it in 2 quarters. The position peaked at $4K in Q4 2013. 67 funds tracked by Wall St. Rank hold DCOM as of Q1 2014.

  • Waverly Advisors reported no remaining Dime Commercial Bancshares position as of Q1 2014 after selling out during the quarter.
  • Waverly Advisors sold 150 Dime Commercial Bancshares shares in Q1 2014, an estimated $4K.
  • Waverly Advisors first reported a position in Dime Commercial Bancshares in Q3 2013 and held it in 2 quarters.
  • Waverly Advisors's Dime Commercial Bancshares position peaked at $4K in Q4 2013.
  • 67 funds tracked by Wall St. Rank held Dime Commercial Bancshares as of Q1 2014.

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