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Waverly Advisors’s InterContinental Hotels IHG Stock Holding History

Waverly Advisors’s Portfolio IHG Stock Details IHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-376
Closed -$19K – 377
2015
Q1 		$19K Hold
376
– – 0.01% 197
2014
Q4 		$20K Buy
+376
New +$19.2K 0.01% 213

Other funds holding IHG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
IP
Interval Partners New York $3.82B AUM 27.38% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Waverly Advisors's IHG Position: Q2 2015 in Review

Waverly Advisors sold out of InterContinental Hotels (IHG) in Q2 2015, closing a stake of 376 shares — an estimated $19K sold.

Waverly Advisors first reported a position in IHG in Q4 2014 and held it in 2 quarters. The position peaked at $20K in Q4 2014. 107 funds tracked by Wall St. Rank hold IHG as of Q2 2015.

  • Waverly Advisors reported no remaining InterContinental Hotels position as of Q2 2015 after selling out during the quarter.
  • Waverly Advisors sold 376 InterContinental Hotels shares in Q2 2015, an estimated $19K.
  • Waverly Advisors first reported a position in InterContinental Hotels in Q4 2014 and held it in 2 quarters.
  • Waverly Advisors's InterContinental Hotels position peaked at $20K in Q4 2014.
  • 107 funds tracked by Wall St. Rank held InterContinental Hotels as of Q2 2015.

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