WA
SAND

Waverly Advisors’s Sandstorm Gold SAND Stock Holding History

Waverly Advisors’s Portfolio SAND Stock Details SAND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-5,141
Closed -$29K – 751
2014
Q1 		$29K Buy
+5,141
New +$27.5K 0.01% 280

Other funds holding SAND

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SI
Sentry Investments Toronto, Ontario, Canada $6.7B AUM 3.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Waverly Advisors's SAND Position: Q2 2014 in Review

Waverly Advisors sold out of Sandstorm Gold (SAND) in Q2 2014, closing a stake of 5,141 shares — an estimated $29K sold.

Waverly Advisors first reported a position in SAND in Q1 2014 and held it in 1 quarter. The position peaked at $29K in Q1 2014. 78 funds tracked by Wall St. Rank hold SAND as of Q2 2014.

  • Waverly Advisors reported no remaining Sandstorm Gold position as of Q2 2014 after selling out during the quarter.
  • Waverly Advisors sold 5,141 Sandstorm Gold shares in Q2 2014, an estimated $29K.
  • Waverly Advisors first reported a position in Sandstorm Gold in Q1 2014 and held it in 1 quarter.
  • Waverly Advisors's Sandstorm Gold position peaked at $29K in Q1 2014.
  • 78 funds tracked by Wall St. Rank held Sandstorm Gold as of Q2 2014.

Based on Waverly Advisors's 13F filing for Q2 2014, filed 29 Jul 2014.