Waverly Advisors
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
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

Waverly Advisors's SLA Position: Q3 2014 in Review

Waverly Advisors sold out of AMERICAN SELECT PTFL INC (SLA) in Q3 2014, closing a stake of 555 shares — an estimated $6K sold.

Waverly Advisors first reported a position in SLA in Q3 2013 and held it in 4 quarters. The position peaked at $6K in Q2 2014. 0 funds tracked by Wall St. Rank hold SLA as of Q3 2014.

  • Waverly Advisors reported no remaining AMERICAN SELECT PTFL INC position as of Q3 2014 after selling out during the quarter.
  • Waverly Advisors sold 555 AMERICAN SELECT PTFL INC shares in Q3 2014, an estimated $6K.
  • Waverly Advisors first reported a position in AMERICAN SELECT PTFL INC in Q3 2013 and held it in 4 quarters.
  • Waverly Advisors's AMERICAN SELECT PTFL INC position peaked at $6K in Q2 2014.
  • 0 funds tracked by Wall St. Rank held AMERICAN SELECT PTFL INC as of Q3 2014.

Based on Waverly Advisors's 13F filing for Q3 2014, filed 28 Oct 2014.