Waverly Advisors’s SLM Corp SLM Stock Holding History

Waverly Advisors’s Portfolio SLM Stock Details SLM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-727	Closed	-$6K	–	752
2014 Q1	$6K	Hold	727	–	–	﹤0.01%	523
2013 Q4	$7K	Buy	+727	New	+$6.68K	﹤0.01%	624

Other funds holding SLM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Waverly Advisors's SLM Position: Q2 2014 in Review

Waverly Advisors sold out of SLM Corp (SLM) in Q2 2014, closing a stake of 727 shares — an estimated $6K sold.

Waverly Advisors first reported a position in SLM in Q4 2013 and held it in 2 quarters. The position peaked at $7K in Q4 2013. 297 funds tracked by Wall St. Rank hold SLM as of Q2 2014.

Waverly Advisors reported no remaining SLM Corp position as of Q2 2014 after selling out during the quarter.
Waverly Advisors sold 727 SLM Corp shares in Q2 2014, an estimated $6K.
Waverly Advisors first reported a position in SLM Corp in Q4 2013 and held it in 2 quarters.
Waverly Advisors's SLM Corp position peaked at $7K in Q4 2013.
297 funds tracked by Wall St. Rank held SLM Corp as of Q2 2014.

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