WA
MITT

Waverly Advisors’s TPG Mortgage Investment Trust MITT Stock Holding History

Waverly Advisors’s Portfolio MITT Stock Details MITT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-821
Closed -$41K – 831
2013
Q3 		$41K Buy
+821
New +$42.9K 0.02% 278

Other funds holding MITT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
1IC
1919 Investment Counsel Baltimore, Maryland $4.86B AUM 17.56% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Waverly Advisors's MITT Position: Q4 2013 in Review

Waverly Advisors sold out of TPG Mortgage Investment Trust (MITT) in Q4 2013, closing a stake of 821 shares — an estimated $41K sold.

Waverly Advisors first reported a position in MITT in Q3 2013 and held it in 1 quarter. The position peaked at $41K in Q3 2013. 104 funds tracked by Wall St. Rank hold MITT as of Q4 2013.

  • Waverly Advisors reported no remaining TPG Mortgage Investment Trust position as of Q4 2013 after selling out during the quarter.
  • Waverly Advisors sold 821 TPG Mortgage Investment Trust shares in Q4 2013, an estimated $41K.
  • Waverly Advisors first reported a position in TPG Mortgage Investment Trust in Q3 2013 and held it in 1 quarter.
  • Waverly Advisors's TPG Mortgage Investment Trust position peaked at $41K in Q3 2013.
  • 104 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q4 2013.

Based on Waverly Advisors's 13F filing for Q4 2013, filed 27 Jan 2014.