WA
DWA

Waverly Advisors’s DREAMWORKS ANIMATION SKG INC CL-A DWA Stock Holding History

Waverly Advisors’s Portfolio DWA Stock Details DWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-5,700
Closed -$202K – 879
2013
Q4 		$202K Hold
5,700
– – 0.07% 148
2013
Q3 		$162K Buy
+5,700
New +$156K 0.08% 115

Other funds holding DWA

HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Waverly Advisors's DWA Position: Q1 2014 in Review

Waverly Advisors sold out of DREAMWORKS ANIMATION SKG INC CL-A (DWA) in Q1 2014, closing a stake of 5,700 shares — an estimated $202K sold.

Waverly Advisors first reported a position in DWA in Q3 2013 and held it in 2 quarters. The position peaked at $202K in Q4 2013. 195 funds tracked by Wall St. Rank hold DWA as of Q1 2014.

  • Waverly Advisors reported no remaining DREAMWORKS ANIMATION SKG INC CL-A position as of Q1 2014 after selling out during the quarter.
  • Waverly Advisors sold 5,700 DREAMWORKS ANIMATION SKG INC CL-A shares in Q1 2014, an estimated $202K.
  • Waverly Advisors first reported a position in DREAMWORKS ANIMATION SKG INC CL-A in Q3 2013 and held it in 2 quarters.
  • Waverly Advisors's DREAMWORKS ANIMATION SKG INC CL-A position peaked at $202K in Q4 2013.
  • 195 funds tracked by Wall St. Rank held DREAMWORKS ANIMATION SKG INC CL-A as of Q1 2014.

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