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Waverly Advisors’s Smith & Nephew SNN Stock Holding History

Waverly Advisors’s Portfolio SNN Stock Details SNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-185
Closed -$6K – 634
2014
Q3 		$6K Hold
185
– – ﹤0.01% 597
2014
Q2 		$7K Hold
185
– – ﹤0.01% 529
2014
Q1 		$6K Hold
185
– – ﹤0.01% 524
2013
Q4 		$5K Buy
+185
New +$4.88K ﹤0.01% 682

Other funds holding SNN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
LOM
Loeb Offshore Management New York $547M AUM 50.11% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Waverly Advisors's SNN Position: Q4 2014 in Review

Waverly Advisors sold out of Smith & Nephew (SNN) in Q4 2014, closing a stake of 185 shares — an estimated $6K sold.

Waverly Advisors first reported a position in SNN in Q4 2013 and held it in 4 quarters. The position peaked at $7K in Q2 2014. 192 funds tracked by Wall St. Rank hold SNN as of Q4 2014.

  • Waverly Advisors reported no remaining Smith & Nephew position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 185 Smith & Nephew shares in Q4 2014, an estimated $6K.
  • Waverly Advisors first reported a position in Smith & Nephew in Q4 2013 and held it in 4 quarters.
  • Waverly Advisors's Smith & Nephew position peaked at $7K in Q2 2014.
  • 192 funds tracked by Wall St. Rank held Smith & Nephew as of Q4 2014.

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