WA
JNS

Waverly Advisors’s Janus Capital Group Inc JNS Stock Holding History

Waverly Advisors’s Portfolio JNS Stock Details JNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-9,871
Closed -$144K – 741
2014
Q3 		$144K Hold
9,871
– – 0.08% 107
2014
Q2 		$123K Hold
9,871
– – 0.05% 127
2014
Q1 		$107K Buy
9,871
+16
+0.2% +$181 0.05% 141
2013
Q4 		$122K Buy
+9,855
New +$101K 0.04% 198

Other funds holding JNS

DILH
Dai-ichi Life Holdings Tokyo, Japan $104M AUM 4.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return

Waverly Advisors's JNS Position: Q4 2014 in Review

Waverly Advisors sold out of Janus Capital Group Inc (JNS) in Q4 2014, closing a stake of 9,871 shares — an estimated $144K sold.

Waverly Advisors first reported a position in JNS in Q4 2013 and held it in 4 quarters. The position peaked at $144K in Q3 2014. 234 funds tracked by Wall St. Rank hold JNS as of Q4 2014.

  • Waverly Advisors reported no remaining Janus Capital Group Inc position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 9,871 Janus Capital Group Inc shares in Q4 2014, an estimated $144K.
  • Waverly Advisors first reported a position in Janus Capital Group Inc in Q4 2013 and held it in 4 quarters.
  • Waverly Advisors's Janus Capital Group Inc position peaked at $144K in Q3 2014.
  • 234 funds tracked by Wall St. Rank held Janus Capital Group Inc as of Q4 2014.

Based on Waverly Advisors's 13F filing for Q4 2014, filed 15 Jan 2015.