WA
STRZA

Waverly Advisors’s Starz - Series A STRZA Stock Holding History

Waverly Advisors’s Portfolio STRZA Stock Details STRZA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-50
Closed -$2K – 772
2014
Q3 		$2K Hold
50
– – ﹤0.01% 741
2014
Q2 		$1K Hold
50
– – ﹤0.01% 715
2014
Q1 		$2K Hold
50
– – ﹤0.01% 673
2013
Q4 		$1K Buy
+50
New +$1.43K ﹤0.01% 814

Other funds holding STRZA

MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
NM
Naya Management London, United Kingdom $1.84B AUM 11.4% 1-Year Est. Return

Waverly Advisors's STRZA Position: Q4 2014 in Review

Waverly Advisors sold out of Starz - Series A (STRZA) in Q4 2014, closing a stake of 50 shares — an estimated $2K sold.

Waverly Advisors first reported a position in STRZA in Q4 2013 and held it in 4 quarters. The position peaked at $2K in Q3 2014. 279 funds tracked by Wall St. Rank hold STRZA as of Q4 2014.

  • Waverly Advisors reported no remaining Starz - Series A position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 50 Starz - Series A shares in Q4 2014, an estimated $2K.
  • Waverly Advisors first reported a position in Starz - Series A in Q4 2013 and held it in 4 quarters.
  • Waverly Advisors's Starz - Series A position peaked at $2K in Q3 2014.
  • 279 funds tracked by Wall St. Rank held Starz - Series A as of Q4 2014.

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