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WA
SLA
Waverly Advisors’s
AMERICAN SELECT PTFL INC
SLA
Stock Holding History
Waverly Advisors’s Portfolio
SLA Stock Details
SLA Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2014
Q3
–
Sell
-555
Closed
-$6K
–
809
2014
Q2
$6K
Hold
555
–
–
﹤0.01%
568
2014
Q1
$6K
Hold
555
–
–
﹤0.01%
541
2013
Q4
$5K
Hold
555
–
–
﹤0.01%
690
2013
Q3
$5K
Buy
+555
New
+$5.37K
﹤0.01%
498
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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