WA
PETS icon

Waverly Advisors’s PetMed Express PETS Stock Holding History

Waverly Advisors’s Portfolio PETS Stock Details PETS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,328
Closed -$21K – 317
2015
Q3 		$21K Buy
+1,328
New +$22.3K 0.01% 263

Other funds holding PETS

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Waverly Advisors's PETS Position: Q4 2015 in Review

Waverly Advisors sold out of PetMed Express (PETS) in Q4 2015, closing a stake of 1,328 shares — an estimated $21K sold.

Waverly Advisors first reported a position in PETS in Q3 2015 and held it in 1 quarter. The position peaked at $21K in Q3 2015. 151 funds tracked by Wall St. Rank hold PETS as of Q4 2015.

  • Waverly Advisors reported no remaining PetMed Express position as of Q4 2015 after selling out during the quarter.
  • Waverly Advisors sold 1,328 PetMed Express shares in Q4 2015, an estimated $21K.
  • Waverly Advisors first reported a position in PetMed Express in Q3 2015 and held it in 1 quarter.
  • Waverly Advisors's PetMed Express position peaked at $21K in Q3 2015.
  • 151 funds tracked by Wall St. Rank held PetMed Express as of Q4 2015.

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