WA
WIRE

Waverly Advisors’s Encore Wire Corp WIRE Stock Holding History

Waverly Advisors’s Portfolio WIRE Stock Details WIRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-105
Closed -$4K – 695
2014
Q3 		$4K Hold
105
– – ﹤0.01% 675
2014
Q2 		$5K Sell
105
-23
-18% -$1.12K ﹤0.01% 596
2014
Q1 		$6K Sell
128
-27
-17% -$1.4K ﹤0.01% 531
2013
Q4 		$8K Buy
+155
New +$7.31K ﹤0.01% 596

Other funds holding WIRE

AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Waverly Advisors's WIRE Position: Q4 2014 in Review

Waverly Advisors sold out of Encore Wire Corp (WIRE) in Q4 2014, closing a stake of 105 shares — an estimated $4K sold.

Waverly Advisors first reported a position in WIRE in Q4 2013 and held it in 4 quarters. The position peaked at $8K in Q4 2013. 131 funds tracked by Wall St. Rank hold WIRE as of Q4 2014.

  • Waverly Advisors reported no remaining Encore Wire Corp position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 105 Encore Wire Corp shares in Q4 2014, an estimated $4K.
  • Waverly Advisors first reported a position in Encore Wire Corp in Q4 2013 and held it in 4 quarters.
  • Waverly Advisors's Encore Wire Corp position peaked at $8K in Q4 2013.
  • 131 funds tracked by Wall St. Rank held Encore Wire Corp as of Q4 2014.

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