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Waverly Advisors’s Visteon VC Stock Holding History

Waverly Advisors’s Portfolio VC Stock Details VC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-89
Closed -$9K – 673
2014
Q3 		$9K Hold
89
– – ﹤0.01% 512
2014
Q2 		$9K Sell
89
-32
-26% -$2.9K ﹤0.01% 475
2014
Q1 		$11K Hold
121
– – 0.01% 410
2013
Q4 		$10K Buy
+121
New +$9.35K ﹤0.01% 561

Other funds holding VC

AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAAM
Solus Alternative Asset Management Summit, New Jersey $372M AUM 45.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Waverly Advisors's VC Position: Q4 2014 in Review

Waverly Advisors sold out of Visteon (VC) in Q4 2014, closing a stake of 89 shares — an estimated $9K sold.

Waverly Advisors first reported a position in VC in Q4 2013 and held it in 4 quarters. The position peaked at $11K in Q1 2014. 258 funds tracked by Wall St. Rank hold VC as of Q4 2014.

  • Waverly Advisors reported no remaining Visteon position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 89 Visteon shares in Q4 2014, an estimated $9K.
  • Waverly Advisors first reported a position in Visteon in Q4 2013 and held it in 4 quarters.
  • Waverly Advisors's Visteon position peaked at $11K in Q1 2014.
  • 258 funds tracked by Wall St. Rank held Visteon as of Q4 2014.

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