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Waverly Advisors’s Navios Maritime Partners NMM Stock Holding History

Waverly Advisors’s Portfolio NMM Stock Details NMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-223
Closed -$49K – 833
2013
Q3 		$49K Buy
+223
New +$48.9K 0.03% 250

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KACA
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Bank of America
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U
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Morgan Stanley
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IMS
Index Management Solutions Philadelphia, Pennsylvania $101M AUM 12.09% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
ACM
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Waverly Advisors's NMM Position: Q4 2013 in Review

Waverly Advisors sold out of Navios Maritime Partners (NMM) in Q4 2013, closing a stake of 223 shares — an estimated $49K sold.

Waverly Advisors first reported a position in NMM in Q3 2013 and held it in 1 quarter. The position peaked at $49K in Q3 2013. 100 funds tracked by Wall St. Rank hold NMM as of Q4 2013.

  • Waverly Advisors reported no remaining Navios Maritime Partners position as of Q4 2013 after selling out during the quarter.
  • Waverly Advisors sold 223 Navios Maritime Partners shares in Q4 2013, an estimated $49K.
  • Waverly Advisors first reported a position in Navios Maritime Partners in Q3 2013 and held it in 1 quarter.
  • Waverly Advisors's Navios Maritime Partners position peaked at $49K in Q3 2013.
  • 100 funds tracked by Wall St. Rank held Navios Maritime Partners as of Q4 2013.

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