Waverly Advisors’s Loews L Stock Holding History

Waverly Advisors’s Portfolio L Stock Details L Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-895	Closed	-$43K	–	782
2013 Q4	$43K	Hold	895	–	–	0.02%	352
2013 Q3	$42K	Buy	+895	New	+$41.2K	0.02%	273

Other funds holding L

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Waverly Advisors's L Position: Q1 2014 in Review

Waverly Advisors sold out of Loews (L) in Q1 2014, closing a stake of 895 shares — an estimated $43K sold.

Waverly Advisors first reported a position in L in Q3 2013 and held it in 2 quarters. The position peaked at $43K in Q4 2013. 425 funds tracked by Wall St. Rank hold L as of Q1 2014.

Waverly Advisors reported no remaining Loews position as of Q1 2014 after selling out during the quarter.
Waverly Advisors sold 895 Loews shares in Q1 2014, an estimated $43K.
Waverly Advisors first reported a position in Loews in Q3 2013 and held it in 2 quarters.
Waverly Advisors's Loews position peaked at $43K in Q4 2013.
425 funds tracked by Wall St. Rank held Loews as of Q1 2014.

Based on Waverly Advisors's 13F filing for Q1 2014, filed 28 Apr 2014.