Waverly Advisors’s Scully Royalty SRL Stock Holding History

Waverly Advisors’s Portfolio SRL Stock Details SRL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-1,270	Closed	-$50K	–	753
2014 Q1	$50K	Buy	+1,270	New	+$48.7K	0.02%	220

Other funds holding SRL

FRM

Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

PIM

Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

CCB

Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

YCG LLC Austin, Texas $1.1B AUM 4.87% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BSCM

Baker Street Capital Management Los Angeles, California $35.2M AUM 75.02% 1-Year Est. Return

Waverly Advisors's SRL Position: Q2 2014 in Review

Waverly Advisors sold out of Scully Royalty (SRL) in Q2 2014, closing a stake of 1,270 shares — an estimated $50K sold.

Waverly Advisors first reported a position in SRL in Q1 2014 and held it in 1 quarter. The position peaked at $50K in Q1 2014. 62 funds tracked by Wall St. Rank hold SRL as of Q2 2014.

Waverly Advisors reported no remaining Scully Royalty position as of Q2 2014 after selling out during the quarter.
Waverly Advisors sold 1,270 Scully Royalty shares in Q2 2014, an estimated $50K.
Waverly Advisors first reported a position in Scully Royalty in Q1 2014 and held it in 1 quarter.
Waverly Advisors's Scully Royalty position peaked at $50K in Q1 2014.
62 funds tracked by Wall St. Rank held Scully Royalty as of Q2 2014.

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