WA
NATI

Waverly Advisors’s National Instruments Corp NATI Stock Holding History

Waverly Advisors’s Portfolio NATI Stock Details NATI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,100
Closed -$35K – 846
2013
Q4 		$35K Hold
1,100
– – 0.01% 375
2013
Q3 		$34K Buy
+1,100
New +$32K 0.02% 299

Other funds holding NATI

Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Waverly Advisors's NATI Position: Q1 2014 in Review

Waverly Advisors sold out of National Instruments Corp (NATI) in Q1 2014, closing a stake of 1,100 shares — an estimated $35K sold.

Waverly Advisors first reported a position in NATI in Q3 2013 and held it in 2 quarters. The position peaked at $35K in Q4 2013. 207 funds tracked by Wall St. Rank hold NATI as of Q1 2014.

  • Waverly Advisors reported no remaining National Instruments Corp position as of Q1 2014 after selling out during the quarter.
  • Waverly Advisors sold 1,100 National Instruments Corp shares in Q1 2014, an estimated $35K.
  • Waverly Advisors first reported a position in National Instruments Corp in Q3 2013 and held it in 2 quarters.
  • Waverly Advisors's National Instruments Corp position peaked at $35K in Q4 2013.
  • 207 funds tracked by Wall St. Rank held National Instruments Corp as of Q1 2014.

Based on Waverly Advisors's 13F filing for Q1 2014, filed 28 Apr 2014.