WA
NJ

Waverly Advisors’s NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK NJ Stock Holding History

Waverly Advisors’s Portfolio NJ Stock Details NJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-814
Closed -$10K – 881
2013
Q4 		$10K Hold
814
– – ﹤0.01% 566
2013
Q3 		$9K Buy
+814
New +$7.99K ﹤0.01% 455

Other funds holding NJ

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Waverly Advisors's NJ Position: Q1 2014 in Review

Waverly Advisors sold out of NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK (NJ) in Q1 2014, closing a stake of 814 shares — an estimated $10K sold.

Waverly Advisors first reported a position in NJ in Q3 2013 and held it in 2 quarters. The position peaked at $10K in Q4 2013. 68 funds tracked by Wall St. Rank hold NJ as of Q1 2014.

  • Waverly Advisors reported no remaining NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK position as of Q1 2014 after selling out during the quarter.
  • Waverly Advisors sold 814 NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK shares in Q1 2014, an estimated $10K.
  • Waverly Advisors first reported a position in NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK in Q3 2013 and held it in 2 quarters.
  • Waverly Advisors's NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK position peaked at $10K in Q4 2013.
  • 68 funds tracked by Wall St. Rank held NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK as of Q1 2014.

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