Waverly Advisors’s Neenah, Inc. Common Stock NP Stock Holding History

Waverly Advisors’s Portfolio NP Stock Details NP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-123	Closed	-$7K	–	413
2015 Q3	$7K	Hold	123	–	–	﹤0.01%	365
2015 Q2	$7K	Hold	123	–	–	﹤0.01%	299
2015 Q1	$8K	Hold	123	–	–	﹤0.01%	286
2014 Q4	$7K	Hold	123	–	–	﹤0.01%	355
2014 Q3	$7K	Hold	123	–	–	﹤0.01%	573
2014 Q2	$7K	Hold	123	–	–	﹤0.01%	535
2014 Q1	$6K	Hold	123	–	–	﹤0.01%	534
2013 Q4	$5K	Hold	123	–	–	﹤0.01%	686
2013 Q3	$5K	Buy	+123	New	+$4.63K	﹤0.01%	497

Other funds holding NP

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Waverly Advisors's NP Position: Q4 2015 in Review

Waverly Advisors sold out of Neenah, Inc. Common Stock (NP) in Q4 2015, closing a stake of 123 shares — an estimated $7K sold.

Waverly Advisors first reported a position in NP in Q3 2013 and held it in 9 quarters. The position peaked at $8K in Q1 2015. 187 funds tracked by Wall St. Rank hold NP as of Q4 2015.

Waverly Advisors reported no remaining Neenah, Inc. Common Stock position as of Q4 2015 after selling out during the quarter.
Waverly Advisors sold 123 Neenah, Inc. Common Stock shares in Q4 2015, an estimated $7K.
Waverly Advisors first reported a position in Neenah, Inc. Common Stock in Q3 2013 and held it in 9 quarters.
Waverly Advisors's Neenah, Inc. Common Stock position peaked at $8K in Q1 2015.
187 funds tracked by Wall St. Rank held Neenah, Inc. Common Stock as of Q4 2015.

Based on Waverly Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.