WA
NXTM

Waverly Advisors’s NxStage Medical Inc. NXTM Stock Holding History

Waverly Advisors’s Portfolio NXTM Stock Details NXTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-820
Closed -$15K – 448
2014
Q4 		$15K Hold
820
– – 0.01% 247
2014
Q3 		$11K Buy
+820
New +$11K 0.01% 467

Other funds holding NXTM

DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Waverly Advisors's NXTM Position: Q1 2015 in Review

Waverly Advisors sold out of NxStage Medical Inc. (NXTM) in Q1 2015, closing a stake of 820 shares — an estimated $15K sold.

Waverly Advisors first reported a position in NXTM in Q3 2014 and held it in 2 quarters. The position peaked at $15K in Q4 2014. 122 funds tracked by Wall St. Rank hold NXTM as of Q1 2015.

  • Waverly Advisors reported no remaining NxStage Medical Inc. position as of Q1 2015 after selling out during the quarter.
  • Waverly Advisors sold 820 NxStage Medical Inc. shares in Q1 2015, an estimated $15K.
  • Waverly Advisors first reported a position in NxStage Medical Inc. in Q3 2014 and held it in 2 quarters.
  • Waverly Advisors's NxStage Medical Inc. position peaked at $15K in Q4 2014.
  • 122 funds tracked by Wall St. Rank held NxStage Medical Inc. as of Q1 2015.

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