WA
RDUS

Waverly Advisors’s Radius Recycling RDUS Stock Holding History

Waverly Advisors’s Portfolio RDUS Stock Details RDUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-128
Closed -$3K – 613
2014
Q3 		$3K Hold
128
– – ﹤0.01% 703
2014
Q2 		$3K Sell
128
-39
-23% -$1.04K ﹤0.01% 671
2014
Q1 		$5K Sell
167
-56
-25% -$1.53K ﹤0.01% 559
2013
Q4 		$7K Buy
+223
New +$6.66K ﹤0.01% 622

Other funds holding RDUS

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Waverly Advisors's RDUS Position: Q4 2014 in Review

Waverly Advisors sold out of Radius Recycling (RDUS) in Q4 2014, closing a stake of 128 shares — an estimated $3K sold.

Waverly Advisors first reported a position in RDUS in Q4 2013 and held it in 4 quarters. The position peaked at $7K in Q4 2013. 135 funds tracked by Wall St. Rank hold RDUS as of Q4 2014.

  • Waverly Advisors reported no remaining Radius Recycling position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 128 Radius Recycling shares in Q4 2014, an estimated $3K.
  • Waverly Advisors first reported a position in Radius Recycling in Q4 2013 and held it in 4 quarters.
  • Waverly Advisors's Radius Recycling position peaked at $7K in Q4 2013.
  • 135 funds tracked by Wall St. Rank held Radius Recycling as of Q4 2014.

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