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Waverly Advisors’s Vera Bradley VRA Stock Holding History

Waverly Advisors’s Portfolio VRA Stock Details VRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-92
Closed -$2K – 675
2014
Q3 		$2K Hold
92
– – ﹤0.01% 734
2014
Q2 		$2K Hold
92
– – ﹤0.01% 700
2014
Q1 		$2K Hold
92
– – ﹤0.01% 666
2013
Q4 		$2K Buy
+92
New +$2.11K ﹤0.01% 790

Other funds holding VRA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Waverly Advisors's VRA Position: Q4 2014 in Review

Waverly Advisors sold out of Vera Bradley (VRA) in Q4 2014, closing a stake of 92 shares — an estimated $2K sold.

Waverly Advisors first reported a position in VRA in Q4 2013 and held it in 4 quarters. The position peaked at $2K in Q3 2014. 126 funds tracked by Wall St. Rank hold VRA as of Q4 2014.

  • Waverly Advisors reported no remaining Vera Bradley position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 92 Vera Bradley shares in Q4 2014, an estimated $2K.
  • Waverly Advisors first reported a position in Vera Bradley in Q4 2013 and held it in 4 quarters.
  • Waverly Advisors's Vera Bradley position peaked at $2K in Q3 2014.
  • 126 funds tracked by Wall St. Rank held Vera Bradley as of Q4 2014.

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