WA
HOT

Waverly Advisors’s STARWOOD HOTELS & RESORTS WORLDWIDE, INC. HOT Stock Holding History

Waverly Advisors’s Portfolio HOT Stock Details HOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-107
Closed -$9K – 437
2015
Q1 		$9K Buy
107
+1
+0.9% +$78 ﹤0.01% 279
2014
Q4 		$9K Sell
106
-437
-80% -$34.1K ﹤0.01% 337
2014
Q3 		$45K Sell
543
-384
-41% -$31.7K 0.02% 233
2014
Q2 		$75K Sell
927
-98
-10% -$7.7K 0.03% 187
2014
Q1 		$82K Buy
1,025
+68
+7% +$5.32K 0.04% 167
2013
Q4 		$76K Hold
957
– – 0.03% 276
2013
Q3 		$64K Buy
+957
New +$63.3K 0.03% 211

Other funds holding HOT

PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Waverly Advisors's HOT Position: Q2 2015 in Review

Waverly Advisors sold out of STARWOOD HOTELS & RESORTS WORLDWIDE, INC. (HOT) in Q2 2015, closing a stake of 107 shares — an estimated $9K sold.

Waverly Advisors first reported a position in HOT in Q3 2013 and held it in 7 quarters. The position peaked at $82K in Q1 2014. 487 funds tracked by Wall St. Rank hold HOT as of Q2 2015.

  • Waverly Advisors reported no remaining STARWOOD HOTELS & RESORTS WORLDWIDE, INC. position as of Q2 2015 after selling out during the quarter.
  • Waverly Advisors sold 107 STARWOOD HOTELS & RESORTS WORLDWIDE, INC. shares in Q2 2015, an estimated $9K.
  • Waverly Advisors first reported a position in STARWOOD HOTELS & RESORTS WORLDWIDE, INC. in Q3 2013 and held it in 7 quarters.
  • Waverly Advisors's STARWOOD HOTELS & RESORTS WORLDWIDE, INC. position peaked at $82K in Q1 2014.
  • 487 funds tracked by Wall St. Rank held STARWOOD HOTELS & RESORTS WORLDWIDE, INC. as of Q2 2015.

Based on Waverly Advisors's 13F filing for Q2 2015, filed 10 Aug 2015.