Waverly Advisors’s Noble Energy, Inc. NBL Stock Holding History

Waverly Advisors’s Portfolio NBL Stock Details NBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-126	Closed	-$4K	–	379
2017 Q4	$4K	Buy	+126	New	+$3.45K	﹤0.01%	375
2014 Q4	–	Sell	-1,720	Closed	-$118K	–	721
2014 Q3	$118K	Hold	1,720	–	–	0.06%	121
2014 Q2	$133K	Hold	1,720	–	–	0.06%	122
2014 Q1	$122K	Sell	1,720 -1,700	-50%	-$113K	0.06%	128
2013 Q4	$233K	Buy	3,420 +1,720	+101%	+$122K	0.08%	136
2013 Q3	$114K	Buy	+1,700	New	+$109K	0.06%	139

Other funds holding NBL

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Waverly Advisors's NBL Position: Q1 2018 in Review

Waverly Advisors sold out of Noble Energy, Inc. (NBL) in Q1 2018, closing a stake of 126 shares — an estimated $4K sold.

Waverly Advisors first reported a position in NBL in Q3 2013 and held it in 6 quarters. The position peaked at $233K in Q4 2013. 524 funds tracked by Wall St. Rank hold NBL as of Q1 2018.

Waverly Advisors reported no remaining Noble Energy, Inc. position as of Q1 2018 after selling out during the quarter.
Waverly Advisors sold 126 Noble Energy, Inc. shares in Q1 2018, an estimated $4K.
Waverly Advisors first reported a position in Noble Energy, Inc. in Q3 2013 and held it in 6 quarters.
Waverly Advisors's Noble Energy, Inc. position peaked at $233K in Q4 2013.
524 funds tracked by Wall St. Rank held Noble Energy, Inc. as of Q1 2018.

Based on Waverly Advisors's 13F filing for Q1 2018, filed 4 May 2018.