WA
TWTR

Waverly Advisors’s Twitter, Inc. TWTR Stock Holding History

Waverly Advisors’s Portfolio TWTR Stock Details TWTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-5
Closed – – 411
2015
Q3 		$0 Sell
5
-200
-98% -$6K ﹤0.01% 460
2015
Q2 		$7K Buy
205
+5
+3% +$204 ﹤0.01% 298
2015
Q1 		$10K Buy
+200
New +$8.87K 0.01% 266
2014
Q1 		– Sell
-300
Closed -$19K – 851
2013
Q4 		$19K Buy
+300
New +$14.9K 0.01% 466

Other funds holding TWTR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Waverly Advisors's TWTR Position: Q4 2015 in Review

Waverly Advisors sold out of Twitter, Inc. (TWTR) in Q4 2015, closing a stake of 5 shares.

Waverly Advisors first reported a position in TWTR in Q4 2013 and held it in 4 quarters. The position peaked at $19K in Q4 2013. 506 funds tracked by Wall St. Rank hold TWTR as of Q4 2015.

  • Waverly Advisors reported no remaining Twitter, Inc. position as of Q4 2015 after selling out during the quarter.
  • Waverly Advisors sold 5 Twitter, Inc. shares in Q4 2015.
  • Waverly Advisors first reported a position in Twitter, Inc. in Q4 2013 and held it in 4 quarters.
  • Waverly Advisors's Twitter, Inc. position peaked at $19K in Q4 2013.
  • 506 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2015.

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