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Waverly Advisors’s Ericsson ERIC Stock Holding History

Waverly Advisors’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-246
Closed -$3K – 502
2014
Q3 		$3K Hold
246
– – ﹤0.01% 692
2014
Q2 		$3K Buy
246
+45
+22% +$560 ﹤0.01% 661
2014
Q1 		$3K Buy
201
+37
+23% +$462 ﹤0.01% 622
2013
Q4 		$2K Buy
+164
New +$2.04K ﹤0.01% 777

Other funds holding ERIC

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Waverly Advisors's ERIC Position: Q4 2014 in Review

Waverly Advisors sold out of Ericsson (ERIC) in Q4 2014, closing a stake of 246 shares — an estimated $3K sold.

Waverly Advisors first reported a position in ERIC in Q4 2013 and held it in 4 quarters. The position peaked at $3K in Q3 2014. 236 funds tracked by Wall St. Rank hold ERIC as of Q4 2014.

  • Waverly Advisors reported no remaining Ericsson position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 246 Ericsson shares in Q4 2014, an estimated $3K.
  • Waverly Advisors first reported a position in Ericsson in Q4 2013 and held it in 4 quarters.
  • Waverly Advisors's Ericsson position peaked at $3K in Q3 2014.
  • 236 funds tracked by Wall St. Rank held Ericsson as of Q4 2014.

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