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Waverly Advisors’s Hanover Insurance THG Stock Holding History

Waverly Advisors’s Portfolio THG Stock Details THG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-378
Closed -$29K – 365
2015
Q3 		$29K Buy
+378
New +$29.9K 0.02% 209

Other funds holding THG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Waverly Advisors's THG Position: Q4 2015 in Review

Waverly Advisors sold out of Hanover Insurance (THG) in Q4 2015, closing a stake of 378 shares — an estimated $29K sold.

Waverly Advisors first reported a position in THG in Q3 2015 and held it in 1 quarter. The position peaked at $29K in Q3 2015. 277 funds tracked by Wall St. Rank hold THG as of Q4 2015.

  • Waverly Advisors reported no remaining Hanover Insurance position as of Q4 2015 after selling out during the quarter.
  • Waverly Advisors sold 378 Hanover Insurance shares in Q4 2015, an estimated $29K.
  • Waverly Advisors first reported a position in Hanover Insurance in Q3 2015 and held it in 1 quarter.
  • Waverly Advisors's Hanover Insurance position peaked at $29K in Q3 2015.
  • 277 funds tracked by Wall St. Rank held Hanover Insurance as of Q4 2015.

Based on Waverly Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.