WA
ENH

Waverly Advisors’s Endurance Specialty Holdings Ltd ENH Stock Holding History

Waverly Advisors’s Portfolio ENH Stock Details ENH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-157
Closed -$9K – 743
2014
Q3 		$9K Hold
157
– – ﹤0.01% 518
2014
Q2 		$8K Hold
157
– – ﹤0.01% 507
2014
Q1 		$8K Hold
157
– – ﹤0.01% 479
2013
Q4 		$9K Buy
+157
New +$8.75K ﹤0.01% 578

Other funds holding ENH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Waverly Advisors's ENH Position: Q4 2014 in Review

Waverly Advisors sold out of Endurance Specialty Holdings Ltd (ENH) in Q4 2014, closing a stake of 157 shares — an estimated $9K sold.

Waverly Advisors first reported a position in ENH in Q4 2013 and held it in 4 quarters. The position peaked at $9K in Q3 2014. 200 funds tracked by Wall St. Rank hold ENH as of Q4 2014.

  • Waverly Advisors reported no remaining Endurance Specialty Holdings Ltd position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 157 Endurance Specialty Holdings Ltd shares in Q4 2014, an estimated $9K.
  • Waverly Advisors first reported a position in Endurance Specialty Holdings Ltd in Q4 2013 and held it in 4 quarters.
  • Waverly Advisors's Endurance Specialty Holdings Ltd position peaked at $9K in Q3 2014.
  • 200 funds tracked by Wall St. Rank held Endurance Specialty Holdings Ltd as of Q4 2014.

Based on Waverly Advisors's 13F filing for Q4 2014, filed 15 Jan 2015.