WA
SPN

Waverly Advisors’s Superior Energy Services, Inc. SPN Stock Holding History

Waverly Advisors’s Portfolio SPN Stock Details SPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-210
Closed -$42K – 472
2014
Q4 		$42K Sell
210
-8
-4% -$1.87K 0.02% 138
2014
Q3 		$72K Hold
218
– – 0.04% 178
2014
Q2 		$79K Buy
218
+210
+2,625% +$69.6K 0.03% 179
2014
Q1 		$3K Hold
8
– – ﹤0.01% 648
2013
Q4 		$2K Buy
+8
New +$2.09K ﹤0.01% 800

Other funds holding SPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Waverly Advisors's SPN Position: Q1 2015 in Review

Waverly Advisors sold out of Superior Energy Services, Inc. (SPN) in Q1 2015, closing a stake of 210 shares — an estimated $42K sold.

Waverly Advisors first reported a position in SPN in Q4 2013 and held it in 5 quarters. The position peaked at $79K in Q2 2014. 347 funds tracked by Wall St. Rank hold SPN as of Q1 2015.

  • Waverly Advisors reported no remaining Superior Energy Services, Inc. position as of Q1 2015 after selling out during the quarter.
  • Waverly Advisors sold 210 Superior Energy Services, Inc. shares in Q1 2015, an estimated $42K.
  • Waverly Advisors first reported a position in Superior Energy Services, Inc. in Q4 2013 and held it in 5 quarters.
  • Waverly Advisors's Superior Energy Services, Inc. position peaked at $79K in Q2 2014.
  • 347 funds tracked by Wall St. Rank held Superior Energy Services, Inc. as of Q1 2015.

Based on Waverly Advisors's 13F filing for Q1 2015, filed 7 May 2015.