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Waverly Advisors’s Lear LEA Stock Holding History

Waverly Advisors’s Portfolio LEA Stock Details LEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-350
Closed -$38K – 275
2015
Q3 		$38K Hold
350
– – 0.03% 173
2015
Q2 		$39K Hold
350
– – 0.02% 165
2015
Q1 		$39K Hold
350
– – 0.02% 145
2014
Q4 		$34K Buy
+350
New +$32.1K 0.02% 165

Other funds holding LEA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Waverly Advisors's LEA Position: Q4 2015 in Review

Waverly Advisors sold out of Lear (LEA) in Q4 2015, closing a stake of 350 shares — an estimated $38K sold.

Waverly Advisors first reported a position in LEA in Q4 2014 and held it in 4 quarters. The position peaked at $39K in Q2 2015. 469 funds tracked by Wall St. Rank hold LEA as of Q4 2015.

  • Waverly Advisors reported no remaining Lear position as of Q4 2015 after selling out during the quarter.
  • Waverly Advisors sold 350 Lear shares in Q4 2015, an estimated $38K.
  • Waverly Advisors first reported a position in Lear in Q4 2014 and held it in 4 quarters.
  • Waverly Advisors's Lear position peaked at $39K in Q2 2015.
  • 469 funds tracked by Wall St. Rank held Lear as of Q4 2015.

Based on Waverly Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.