WA
NXGN

Waverly Advisors’s NextGen Healthcare, Inc. Common Stock NXGN Stock Holding History

Waverly Advisors’s Portfolio NXGN Stock Details NXGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-475
Closed -$7K – 435
2014
Q4 		$7K Hold
475
– – ﹤0.01% 353
2014
Q3 		$7K Buy
+475
New +$7.21K ﹤0.01% 572

Other funds holding NXGN

BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Waverly Advisors's NXGN Position: Q1 2015 in Review

Waverly Advisors sold out of NextGen Healthcare, Inc. Common Stock (NXGN) in Q1 2015, closing a stake of 475 shares — an estimated $7K sold.

Waverly Advisors first reported a position in NXGN in Q3 2014 and held it in 2 quarters. The position peaked at $7K in Q4 2014. 183 funds tracked by Wall St. Rank hold NXGN as of Q1 2015.

  • Waverly Advisors reported no remaining NextGen Healthcare, Inc. Common Stock position as of Q1 2015 after selling out during the quarter.
  • Waverly Advisors sold 475 NextGen Healthcare, Inc. Common Stock shares in Q1 2015, an estimated $7K.
  • Waverly Advisors first reported a position in NextGen Healthcare, Inc. Common Stock in Q3 2014 and held it in 2 quarters.
  • Waverly Advisors's NextGen Healthcare, Inc. Common Stock position peaked at $7K in Q4 2014.
  • 183 funds tracked by Wall St. Rank held NextGen Healthcare, Inc. Common Stock as of Q1 2015.

Based on Waverly Advisors's 13F filing for Q1 2015, filed 7 May 2015.