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Waverly Advisors’s EPAM Systems EPAM Stock Holding History

Waverly Advisors’s Portfolio EPAM Stock Details EPAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-96
Closed -$4K – 500
2014
Q3 		$4K Hold
96
– – ﹤0.01% 661
2014
Q2 		$4K Sell
96
-1
-1% -$38 ﹤0.01% 626
2014
Q1 		$3K Buy
+97
New +$3.69K ﹤0.01% 621

Other funds holding EPAM

RCP
RPM Capital Partners New York $6.9M AUM 20.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Waverly Advisors's EPAM Position: Q4 2014 in Review

Waverly Advisors sold out of EPAM Systems (EPAM) in Q4 2014, closing a stake of 96 shares — an estimated $4K sold.

Waverly Advisors first reported a position in EPAM in Q1 2014 and held it in 3 quarters. The position peaked at $4K in Q3 2014. 158 funds tracked by Wall St. Rank hold EPAM as of Q4 2014.

  • Waverly Advisors reported no remaining EPAM Systems position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 96 EPAM Systems shares in Q4 2014, an estimated $4K.
  • Waverly Advisors first reported a position in EPAM Systems in Q1 2014 and held it in 3 quarters.
  • Waverly Advisors's EPAM Systems position peaked at $4K in Q3 2014.
  • 158 funds tracked by Wall St. Rank held EPAM Systems as of Q4 2014.

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