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Waverly Advisors’s Prestige Consumer Healthcare PBH Stock Holding History

Waverly Advisors’s Portfolio PBH Stock Details PBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-174
Closed -$6K – 606
2014
Q3 		$6K Hold
174
– – ﹤0.01% 593
2014
Q2 		$6K Hold
174
– – ﹤0.01% 555
2014
Q1 		$5K Hold
174
– – ﹤0.01% 557
2013
Q4 		$6K Buy
+174
New +$5.78K ﹤0.01% 642

Other funds holding PBH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MRCP
Manor Road Capital Partners New York $63.8M AUM 19.5% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Waverly Advisors's PBH Position: Q4 2014 in Review

Waverly Advisors sold out of Prestige Consumer Healthcare (PBH) in Q4 2014, closing a stake of 174 shares — an estimated $6K sold.

Waverly Advisors first reported a position in PBH in Q4 2013 and held it in 4 quarters. The position peaked at $6K in Q3 2014. 176 funds tracked by Wall St. Rank hold PBH as of Q4 2014.

  • Waverly Advisors reported no remaining Prestige Consumer Healthcare position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 174 Prestige Consumer Healthcare shares in Q4 2014, an estimated $6K.
  • Waverly Advisors first reported a position in Prestige Consumer Healthcare in Q4 2013 and held it in 4 quarters.
  • Waverly Advisors's Prestige Consumer Healthcare position peaked at $6K in Q3 2014.
  • 176 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q4 2014.

Based on Waverly Advisors's 13F filing for Q4 2014, filed 15 Jan 2015.