Waverly Advisors’s Ixia XXIA Stock Holding History

Waverly Advisors’s Portfolio XXIA Stock Details XXIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-229	Closed	-$3K	–	876
2013 Q4	$3K	Buy	+229	New	+$3.19K	﹤0.01%	764

Other funds holding XXIA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PBT

Pictet Bank & Trust Nassau, Bahamas $93.3M AUM 21% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Waverly Advisors's XXIA Position: Q1 2014 in Review

Waverly Advisors sold out of Ixia (XXIA) in Q1 2014, closing a stake of 229 shares — an estimated $3K sold.

Waverly Advisors first reported a position in XXIA in Q4 2013 and held it in 1 quarter. The position peaked at $3K in Q4 2013. 134 funds tracked by Wall St. Rank hold XXIA as of Q1 2014.

Waverly Advisors reported no remaining Ixia position as of Q1 2014 after selling out during the quarter.
Waverly Advisors sold 229 Ixia shares in Q1 2014, an estimated $3K.
Waverly Advisors first reported a position in Ixia in Q4 2013 and held it in 1 quarter.
Waverly Advisors's Ixia position peaked at $3K in Q4 2013.
134 funds tracked by Wall St. Rank held Ixia as of Q1 2014.

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