Waverly Advisors’s VOC Energy VOC Stock Holding History

Waverly Advisors’s Portfolio VOC Stock Details VOC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-3,236	Closed	-$51K	–	843
2013 Q3	$51K	Buy	+3,236	New	+$48.5K	0.03%	245

Other funds holding VOC

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

LCM

Lucas Capital Management Red Bank, New Jersey $85.7M AUM 22.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Waverly Advisors's VOC Position: Q4 2013 in Review

Waverly Advisors sold out of VOC Energy (VOC) in Q4 2013, closing a stake of 3,236 shares — an estimated $51K sold.

Waverly Advisors first reported a position in VOC in Q3 2013 and held it in 1 quarter. The position peaked at $51K in Q3 2013. 34 funds tracked by Wall St. Rank hold VOC as of Q4 2013.

Waverly Advisors reported no remaining VOC Energy position as of Q4 2013 after selling out during the quarter.
Waverly Advisors sold 3,236 VOC Energy shares in Q4 2013, an estimated $51K.
Waverly Advisors first reported a position in VOC Energy in Q3 2013 and held it in 1 quarter.
Waverly Advisors's VOC Energy position peaked at $51K in Q3 2013.
34 funds tracked by Wall St. Rank held VOC Energy as of Q4 2013.

Based on Waverly Advisors's 13F filing for Q4 2013, filed 27 Jan 2014.