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Waverly Advisors’s Huron Consulting HURN Stock Holding History

Waverly Advisors’s Portfolio HURN Stock Details HURN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-14,243
Closed -$861K – 105
2016
Q2 		$861K Buy
+14,243
New +$828K 0.39% 31

Other funds holding HURN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Waverly Advisors's HURN Position: Q3 2016 in Review

Waverly Advisors sold out of Huron Consulting (HURN) in Q3 2016, closing a stake of 14,243 shares — an estimated $861K sold.

Waverly Advisors first reported a position in HURN in Q2 2016 and held it in 1 quarter. The position peaked at $861K in Q2 2016. 146 funds tracked by Wall St. Rank hold HURN as of Q3 2016.

  • Waverly Advisors reported no remaining Huron Consulting position as of Q3 2016 after selling out during the quarter.
  • Waverly Advisors sold 14,243 Huron Consulting shares in Q3 2016, an estimated $861K.
  • Waverly Advisors first reported a position in Huron Consulting in Q2 2016 and held it in 1 quarter.
  • Waverly Advisors's Huron Consulting position peaked at $861K in Q2 2016.
  • 146 funds tracked by Wall St. Rank held Huron Consulting as of Q3 2016.

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