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Waverly Advisors’s Steven Madden SHOO Stock Holding History

Waverly Advisors’s Portfolio SHOO Stock Details SHOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-110
Closed -$2K – 632
2014
Q3 		$2K Hold
110
– – ﹤0.01% 732
2014
Q2 		$3K Hold
110
– – ﹤0.01% 674
2014
Q1 		$3K Hold
110
– – ﹤0.01% 633
2013
Q4 		$3K Buy
+110
New +$2.68K ﹤0.01% 750

Other funds holding SHOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Waverly Advisors's SHOO Position: Q4 2014 in Review

Waverly Advisors sold out of Steven Madden (SHOO) in Q4 2014, closing a stake of 110 shares — an estimated $2K sold.

Waverly Advisors first reported a position in SHOO in Q4 2013 and held it in 4 quarters. The position peaked at $3K in Q2 2014. 207 funds tracked by Wall St. Rank hold SHOO as of Q4 2014.

  • Waverly Advisors reported no remaining Steven Madden position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 110 Steven Madden shares in Q4 2014, an estimated $2K.
  • Waverly Advisors first reported a position in Steven Madden in Q4 2013 and held it in 4 quarters.
  • Waverly Advisors's Steven Madden position peaked at $3K in Q2 2014.
  • 207 funds tracked by Wall St. Rank held Steven Madden as of Q4 2014.

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