WA
GAS

Waverly Advisors’s AGL Resources Inc GAS Stock Holding History

Waverly Advisors’s Portfolio GAS Stock Details GAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-3,074
Closed -$203K – 108
2016
Q2 		$203K Hold
3,074
– – 0.09% 79
2016
Q1 		$200K Buy
+3,074
New +$198K 0.12% 84
2015
Q4 		– Sell
-3,074
Closed -$188K – 466
2015
Q3 		$188K Hold
3,074
– – 0.13% 54
2015
Q2 		$143K Hold
3,074
– – 0.09% 61
2015
Q1 		$153K Sell
3,074
-3,000
-49% -$156K 0.08% 52
2014
Q4 		$331K Buy
+6,074
New +$321K 0.17% 43

Other funds holding GAS

LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
BCM
Birmingham Capital Management Birmingham, Alabama $237M AUM 32.7% 1-Year Est. Return
LS
Livforsakringsbolaget Skandia Stockholm, Sweden $2.58B AUM 30.64% 1-Year Est. Return

Waverly Advisors's GAS Position: Q3 2016 in Review

Waverly Advisors sold out of AGL Resources Inc (GAS) in Q3 2016, closing a stake of 3,074 shares — an estimated $203K sold.

Waverly Advisors first reported a position in GAS in Q4 2014 and held it in 6 quarters. The position peaked at $331K in Q4 2014. 3 funds tracked by Wall St. Rank hold GAS as of Q3 2016.

  • Waverly Advisors reported no remaining AGL Resources Inc position as of Q3 2016 after selling out during the quarter.
  • Waverly Advisors sold 3,074 AGL Resources Inc shares in Q3 2016, an estimated $203K.
  • Waverly Advisors first reported a position in AGL Resources Inc in Q4 2014 and held it in 6 quarters.
  • Waverly Advisors's AGL Resources Inc position peaked at $331K in Q4 2014.
  • 3 funds tracked by Wall St. Rank held AGL Resources Inc as of Q3 2016.

Based on Waverly Advisors's 13F filing for Q3 2016, filed 27 Oct 2016.