WA
NAME

Waverly Advisors’s Rightside Group, Ltd. NAME Stock Holding History

Waverly Advisors’s Portfolio NAME Stock Details NAME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-240
Closed -$2K – 467
2014
Q4 		$2K Hold
240
– – ﹤0.01% 393
2014
Q3 		$2K Buy
+240
New +$2.91K ﹤0.01% 742

Other funds holding NAME

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PCM
Potomac Capital Management New York $115M AUM
OAM
Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return

Waverly Advisors's NAME Position: Q1 2015 in Review

Waverly Advisors sold out of Rightside Group, Ltd. (NAME) in Q1 2015, closing a stake of 240 shares — an estimated $2K sold.

Waverly Advisors first reported a position in NAME in Q3 2014 and held it in 2 quarters. The position peaked at $2K in Q4 2014. 59 funds tracked by Wall St. Rank hold NAME as of Q1 2015.

  • Waverly Advisors reported no remaining Rightside Group, Ltd. position as of Q1 2015 after selling out during the quarter.
  • Waverly Advisors sold 240 Rightside Group, Ltd. shares in Q1 2015, an estimated $2K.
  • Waverly Advisors first reported a position in Rightside Group, Ltd. in Q3 2014 and held it in 2 quarters.
  • Waverly Advisors's Rightside Group, Ltd. position peaked at $2K in Q4 2014.
  • 59 funds tracked by Wall St. Rank held Rightside Group, Ltd. as of Q1 2015.

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