WA
STJ

Waverly Advisors’s St Jude Medical STJ Stock Holding History

Waverly Advisors’s Portfolio STJ Stock Details STJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-122
Closed -$7K – 747
2014
Q3 		$7K Hold
122
– – ﹤0.01% 576
2014
Q2 		$8K Hold
122
– – ﹤0.01% 508
2014
Q1 		$8K Sell
122
-27
-18% -$1.76K ﹤0.01% 480
2013
Q4 		$9K Buy
+149
New +$8.63K ﹤0.01% 579

Other funds holding STJ

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Waverly Advisors's STJ Position: Q4 2014 in Review

Waverly Advisors sold out of St Jude Medical (STJ) in Q4 2014, closing a stake of 122 shares — an estimated $7K sold.

Waverly Advisors first reported a position in STJ in Q4 2013 and held it in 4 quarters. The position peaked at $9K in Q4 2013. 591 funds tracked by Wall St. Rank hold STJ as of Q4 2014.

  • Waverly Advisors reported no remaining St Jude Medical position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 122 St Jude Medical shares in Q4 2014, an estimated $7K.
  • Waverly Advisors first reported a position in St Jude Medical in Q4 2013 and held it in 4 quarters.
  • Waverly Advisors's St Jude Medical position peaked at $9K in Q4 2013.
  • 591 funds tracked by Wall St. Rank held St Jude Medical as of Q4 2014.

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