Waverly Advisors’s SABRIENT STEALTH PRT CLAYMORE EXCH TRD FD STH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q1
Sell
-1,283
Closed -$35K 471
2014
Q4
$35K Hold
1,283
0.02% 163
2014
Q3
$33K Buy
1,283
+555
+76% +$14.3K 0.02% 279
2014
Q2
$20K Buy
+728
New +$20K 0.01% 339

Other funds holding STH

Waverly Advisors's STH Position: Q1 2015 in Review

Waverly Advisors sold out of SABRIENT STEALTH PRT CLAYMORE EXCH TRD FD (STH) in Q1 2015, closing a stake of 1,283 shares — an estimated $35K sold.

Waverly Advisors first reported a position in STH in Q2 2014 and held it in 3 quarters. The position peaked at $35K in Q4 2014. 12 funds tracked by Wall St. Rank hold STH as of Q1 2015.

  • Waverly Advisors reported no remaining SABRIENT STEALTH PRT CLAYMORE EXCH TRD FD position as of Q1 2015 after selling out during the quarter.
  • Waverly Advisors sold 1,283 SABRIENT STEALTH PRT CLAYMORE EXCH TRD FD shares in Q1 2015, an estimated $35K.
  • Waverly Advisors first reported a position in SABRIENT STEALTH PRT CLAYMORE EXCH TRD FD in Q2 2014 and held it in 3 quarters.
  • Waverly Advisors's SABRIENT STEALTH PRT CLAYMORE EXCH TRD FD position peaked at $35K in Q4 2014.
  • 12 funds tracked by Wall St. Rank held SABRIENT STEALTH PRT CLAYMORE EXCH TRD FD as of Q1 2015.

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