WA
NAI

Waverly Advisors’s Allianzgi Intl & Prem Strategy Fnd Com Shs Of Bene Int NAI Stock Holding History

Waverly Advisors’s Portfolio NAI Stock Details NAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-5,068
Closed -$54K – 870
2013
Q3 		$54K Buy
+5,068
New +$50.3K 0.03% 238

Waverly Advisors's NAI Position: Q4 2013 in Review

Waverly Advisors sold out of Allianzgi Intl & Prem Strategy Fnd Com Shs Of Bene Int (NAI) in Q4 2013, closing a stake of 5,068 shares — an estimated $54K sold.

Waverly Advisors first reported a position in NAI in Q3 2013 and held it in 1 quarter. The position peaked at $54K in Q3 2013. 1 fund tracked by Wall St. Rank holds NAI as of Q4 2013.

  • Waverly Advisors reported no remaining Allianzgi Intl & Prem Strategy Fnd Com Shs Of Bene Int position as of Q4 2013 after selling out during the quarter.
  • Waverly Advisors sold 5,068 Allianzgi Intl & Prem Strategy Fnd Com Shs Of Bene Int shares in Q4 2013, an estimated $54K.
  • Waverly Advisors first reported a position in Allianzgi Intl & Prem Strategy Fnd Com Shs Of Bene Int in Q3 2013 and held it in 1 quarter.
  • Waverly Advisors's Allianzgi Intl & Prem Strategy Fnd Com Shs Of Bene Int position peaked at $54K in Q3 2013.
  • 1 fund tracked by Wall St. Rank held Allianzgi Intl & Prem Strategy Fnd Com Shs Of Bene Int as of Q4 2013.

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