WA
H icon

Waverly Advisors’s Hyatt Hotels H Stock Holding History

Waverly Advisors’s Portfolio H Stock Details H Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-162
Closed -$10K – 524
2014
Q3 		$10K Hold
162
– – 0.01% 478
2014
Q2 		$10K Hold
162
– – ﹤0.01% 439
2014
Q1 		$9K Hold
162
– – ﹤0.01% 442
2013
Q4 		$8K Buy
+162
New +$7.63K ﹤0.01% 588

Other funds holding H

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Waverly Advisors's H Position: Q4 2014 in Review

Waverly Advisors sold out of Hyatt Hotels (H) in Q4 2014, closing a stake of 162 shares — an estimated $10K sold.

Waverly Advisors first reported a position in H in Q4 2013 and held it in 4 quarters. The position peaked at $10K in Q3 2014. 171 funds tracked by Wall St. Rank hold H as of Q4 2014.

  • Waverly Advisors reported no remaining Hyatt Hotels position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 162 Hyatt Hotels shares in Q4 2014, an estimated $10K.
  • Waverly Advisors first reported a position in Hyatt Hotels in Q4 2013 and held it in 4 quarters.
  • Waverly Advisors's Hyatt Hotels position peaked at $10K in Q3 2014.
  • 171 funds tracked by Wall St. Rank held Hyatt Hotels as of Q4 2014.

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