WA
IRY

Waverly Advisors’s SPDR S&P International Health Care Sector IRY Stock Holding History

Waverly Advisors’s Portfolio IRY Stock Details IRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-665
Closed -$31K – 784
2014
Q1 		$31K Buy
+665
New +$30.6K 0.01% 268

Other funds holding IRY

GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Waverly Advisors's IRY Position: Q2 2014 in Review

Waverly Advisors sold out of SPDR S&P International Health Care Sector (IRY) in Q2 2014, closing a stake of 665 shares — an estimated $31K sold.

Waverly Advisors first reported a position in IRY in Q1 2014 and held it in 1 quarter. The position peaked at $31K in Q1 2014. 30 funds tracked by Wall St. Rank hold IRY as of Q2 2014.

  • Waverly Advisors reported no remaining SPDR S&P International Health Care Sector position as of Q2 2014 after selling out during the quarter.
  • Waverly Advisors sold 665 SPDR S&P International Health Care Sector shares in Q2 2014, an estimated $31K.
  • Waverly Advisors first reported a position in SPDR S&P International Health Care Sector in Q1 2014 and held it in 1 quarter.
  • Waverly Advisors's SPDR S&P International Health Care Sector position peaked at $31K in Q1 2014.
  • 30 funds tracked by Wall St. Rank held SPDR S&P International Health Care Sector as of Q2 2014.

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