WA
UNAM

Waverly Advisors’s Unico American Corp UNAM Stock Holding History

Waverly Advisors’s Portfolio UNAM Stock Details UNAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-1,923
Closed -$25K – 764
2014
Q1 		$25K Buy
+1,923
New +$25.2K 0.01% 290

Other funds holding UNAM

OI
OBH Inc San Antonio, Texas $6.09M AUM 12.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Waverly Advisors's UNAM Position: Q2 2014 in Review

Waverly Advisors sold out of Unico American Corp (UNAM) in Q2 2014, closing a stake of 1,923 shares — an estimated $25K sold.

Waverly Advisors first reported a position in UNAM in Q1 2014 and held it in 1 quarter. The position peaked at $25K in Q1 2014. 14 funds tracked by Wall St. Rank hold UNAM as of Q2 2014.

  • Waverly Advisors reported no remaining Unico American Corp position as of Q2 2014 after selling out during the quarter.
  • Waverly Advisors sold 1,923 Unico American Corp shares in Q2 2014, an estimated $25K.
  • Waverly Advisors first reported a position in Unico American Corp in Q1 2014 and held it in 1 quarter.
  • Waverly Advisors's Unico American Corp position peaked at $25K in Q1 2014.
  • 14 funds tracked by Wall St. Rank held Unico American Corp as of Q2 2014.

Based on Waverly Advisors's 13F filing for Q2 2014, filed 29 Jul 2014.