Waverly Advisors’s ArcelorMittal MT Stock Holding History

Waverly Advisors’s Portfolio MT Stock Details MT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-254	Closed	-$8K	–	578
2014 Q3	$8K	Buy	+254	New	+$8.44K	﹤0.01%	533

Other funds holding MT

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Waverly Advisors's MT Position: Q4 2014 in Review

Waverly Advisors sold out of ArcelorMittal (MT) in Q4 2014, closing a stake of 254 shares — an estimated $8K sold.

Waverly Advisors first reported a position in MT in Q3 2014 and held it in 1 quarter. The position peaked at $8K in Q3 2014. 142 funds tracked by Wall St. Rank hold MT as of Q4 2014.

Waverly Advisors reported no remaining ArcelorMittal position as of Q4 2014 after selling out during the quarter.
Waverly Advisors sold 254 ArcelorMittal shares in Q4 2014, an estimated $8K.
Waverly Advisors first reported a position in ArcelorMittal in Q3 2014 and held it in 1 quarter.
Waverly Advisors's ArcelorMittal position peaked at $8K in Q3 2014.
142 funds tracked by Wall St. Rank held ArcelorMittal as of Q4 2014.

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