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Waverly Advisors’s Southern Copper SCCO Stock Holding History

Waverly Advisors’s Portfolio SCCO Stock Details SCCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-201
Closed -$5K – 630
2014
Q3 		$5K Buy
+201
New +$5.92K ﹤0.01% 634
2013
Q4 		– Sell
-1,855
Closed -$46K – 841
2013
Q3 		$46K Buy
+1,855
New +$47.4K 0.02% 265

Other funds holding SCCO

BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
DCM
Dupont Capital Management Wilmington, Delaware $2.18M AUM 50.81% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Waverly Advisors's SCCO Position: Q4 2014 in Review

Waverly Advisors sold out of Southern Copper (SCCO) in Q4 2014, closing a stake of 201 shares — an estimated $5K sold.

Waverly Advisors first reported a position in SCCO in Q3 2013 and held it in 2 quarters. The position peaked at $46K in Q3 2013. 287 funds tracked by Wall St. Rank hold SCCO as of Q4 2014.

  • Waverly Advisors reported no remaining Southern Copper position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 201 Southern Copper shares in Q4 2014, an estimated $5K.
  • Waverly Advisors first reported a position in Southern Copper in Q3 2013 and held it in 2 quarters.
  • Waverly Advisors's Southern Copper position peaked at $46K in Q3 2013.
  • 287 funds tracked by Wall St. Rank held Southern Copper as of Q4 2014.

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