WA
WPS

Waverly Advisors’s iShares International Developed Property ETF WPS Stock Holding History

Waverly Advisors’s Portfolio WPS Stock Details WPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-202
Closed -$8K – 845
2013
Q4 		$8K Sell
202
-202
-50% -$7.58K ﹤0.01% 595
2013
Q3 		$15K Buy
+404
New +$14.6K 0.01% 400

Other funds holding WPS

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
1GA
1st Global Advisors Dallas, Texas $869M AUM 16.28% 1-Year Est. Return
MA
MUFG Americas New York $4.04B AUM 12.45% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Waverly Advisors's WPS Position: Q1 2014 in Review

Waverly Advisors sold out of iShares International Developed Property ETF (WPS) in Q1 2014, closing a stake of 202 shares — an estimated $8K sold.

Waverly Advisors first reported a position in WPS in Q3 2013 and held it in 2 quarters. The position peaked at $15K in Q3 2013. 46 funds tracked by Wall St. Rank hold WPS as of Q1 2014.

  • Waverly Advisors reported no remaining iShares International Developed Property ETF position as of Q1 2014 after selling out during the quarter.
  • Waverly Advisors sold 202 iShares International Developed Property ETF shares in Q1 2014, an estimated $8K.
  • Waverly Advisors first reported a position in iShares International Developed Property ETF in Q3 2013 and held it in 2 quarters.
  • Waverly Advisors's iShares International Developed Property ETF position peaked at $15K in Q3 2013.
  • 46 funds tracked by Wall St. Rank held iShares International Developed Property ETF as of Q1 2014.

Based on Waverly Advisors's 13F filing for Q1 2014, filed 28 Apr 2014.