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Waverly Advisors’s Vishay Intertechnology VSH Stock Holding History

Waverly Advisors’s Portfolio VSH Stock Details VSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-815
Closed -$12K – 429
2014
Q4 		$12K Hold
815
– – 0.01% 284
2014
Q3 		$12K Buy
+815
New +$12.5K 0.01% 438

Other funds holding VSH

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Waverly Advisors's VSH Position: Q1 2015 in Review

Waverly Advisors sold out of Vishay Intertechnology (VSH) in Q1 2015, closing a stake of 815 shares — an estimated $12K sold.

Waverly Advisors first reported a position in VSH in Q3 2014 and held it in 2 quarters. The position peaked at $12K in Q4 2014. 248 funds tracked by Wall St. Rank hold VSH as of Q1 2015.

  • Waverly Advisors reported no remaining Vishay Intertechnology position as of Q1 2015 after selling out during the quarter.
  • Waverly Advisors sold 815 Vishay Intertechnology shares in Q1 2015, an estimated $12K.
  • Waverly Advisors first reported a position in Vishay Intertechnology in Q3 2014 and held it in 2 quarters.
  • Waverly Advisors's Vishay Intertechnology position peaked at $12K in Q4 2014.
  • 248 funds tracked by Wall St. Rank held Vishay Intertechnology as of Q1 2015.

Based on Waverly Advisors's 13F filing for Q1 2015, filed 7 May 2015.