Waverly Advisors’s PVR PARTNERS L P COM UNIT REPTG LTD PARTNERSHIP INT PVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q1
Sell
-400
Closed -$11K 894
2013
Q4
$11K Sell
400
-1,709
-81% -$43.1K ﹤0.01% 549
2013
Q3
$49K Buy
+2,109
New +$52.7K 0.03% 252

Waverly Advisors's PVR Position: Q1 2014 in Review

Waverly Advisors sold out of PVR PARTNERS L P COM UNIT REPTG LTD PARTNERSHIP INT (PVR) in Q1 2014, closing a stake of 400 shares — an estimated $11K sold.

Waverly Advisors first reported a position in PVR in Q3 2013 and held it in 2 quarters. The position peaked at $49K in Q3 2013. 1 fund tracked by Wall St. Rank holds PVR as of Q1 2014.

  • Waverly Advisors reported no remaining PVR PARTNERS L P COM UNIT REPTG LTD PARTNERSHIP INT position as of Q1 2014 after selling out during the quarter.
  • Waverly Advisors sold 400 PVR PARTNERS L P COM UNIT REPTG LTD PARTNERSHIP INT shares in Q1 2014, an estimated $11K.
  • Waverly Advisors first reported a position in PVR PARTNERS L P COM UNIT REPTG LTD PARTNERSHIP INT in Q3 2013 and held it in 2 quarters.
  • Waverly Advisors's PVR PARTNERS L P COM UNIT REPTG LTD PARTNERSHIP INT position peaked at $49K in Q3 2013.
  • 1 fund tracked by Wall St. Rank held PVR PARTNERS L P COM UNIT REPTG LTD PARTNERSHIP INT as of Q1 2014.

Based on Waverly Advisors's 13F filing for Q1 2014, filed 28 Apr 2014.