Waverly Advisors’s Interoil Corporation IOC Stock Holding History

Waverly Advisors’s Portfolio IOC Stock Details IOC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-555	Closed	-$36K	–	777
2014 Q1	$36K	Buy	+555	New	+$30.6K	0.02%	250

Other funds holding IOC

Clermont Group Grand Cayman, Cayman Islands $509M AUM 5.85% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CCP

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waverly Advisors's IOC Position: Q2 2014 in Review

Waverly Advisors sold out of Interoil Corporation (IOC) in Q2 2014, closing a stake of 555 shares — an estimated $36K sold.

Waverly Advisors first reported a position in IOC in Q1 2014 and held it in 1 quarter. The position peaked at $36K in Q1 2014. 103 funds tracked by Wall St. Rank hold IOC as of Q2 2014.

Waverly Advisors reported no remaining Interoil Corporation position as of Q2 2014 after selling out during the quarter.
Waverly Advisors sold 555 Interoil Corporation shares in Q2 2014, an estimated $36K.
Waverly Advisors first reported a position in Interoil Corporation in Q1 2014 and held it in 1 quarter.
Waverly Advisors's Interoil Corporation position peaked at $36K in Q1 2014.
103 funds tracked by Wall St. Rank held Interoil Corporation as of Q2 2014.

Based on Waverly Advisors's 13F filing for Q2 2014, filed 29 Jul 2014.