Waverly Advisors’s Leaf Group Ltd. LEAF Stock Holding History

Waverly Advisors’s Portfolio LEAF Stock Details LEAF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-240	Closed	-$1K	–	440
2014 Q4	$1K	Hold	240	–	–	﹤0.01%	400
2014 Q3	$2K	Buy	+240	New	+$2.29K	﹤0.01%	736

Other funds holding LEAF

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

Osmium Partners Greenbrae, California $10.4M AUM 73.79% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

MFP

Michael F. Price $846M AUM 0.07% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Waverly Advisors's LEAF Position: Q1 2015 in Review

Waverly Advisors sold out of Leaf Group Ltd. (LEAF) in Q1 2015, closing a stake of 240 shares — an estimated $1K sold.

Waverly Advisors first reported a position in LEAF in Q3 2014 and held it in 2 quarters. The position peaked at $2K in Q3 2014. 72 funds tracked by Wall St. Rank hold LEAF as of Q1 2015.

Waverly Advisors reported no remaining Leaf Group Ltd. position as of Q1 2015 after selling out during the quarter.
Waverly Advisors sold 240 Leaf Group Ltd. shares in Q1 2015, an estimated $1K.
Waverly Advisors first reported a position in Leaf Group Ltd. in Q3 2014 and held it in 2 quarters.
Waverly Advisors's Leaf Group Ltd. position peaked at $2K in Q3 2014.
72 funds tracked by Wall St. Rank held Leaf Group Ltd. as of Q1 2015.

Based on Waverly Advisors's 13F filing for Q1 2015, filed 7 May 2015.