Waverly Advisors
YHOO

Waverly Advisors’s Yahoo Inc YHOO Stock Holding History

Waverly Advisors’s Portfolio YHOO Stock Details YHOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,325
Closed -$38K – 449
2015
Q3 		$38K Buy
1,325
+500
+61% +$17.3K 0.03% 174
2015
Q2 		$32K Buy
+825
New +$35.4K 0.02% 182
2014
Q4 		– Sell
-200
Closed -$8K – 740
2014
Q3 		$8K Buy
+200
New +$7.5K ﹤0.01% 548

Other funds holding YHOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Luxor Capital Group
Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return

Waverly Advisors's YHOO Position: Q4 2015 in Review

Waverly Advisors sold out of Yahoo Inc (YHOO) in Q4 2015, closing a stake of 1,325 shares — an estimated $38K sold.

Waverly Advisors first reported a position in YHOO in Q3 2014 and held it in 3 quarters. The position peaked at $38K in Q3 2015. 670 funds tracked by Wall St. Rank hold YHOO as of Q4 2015.

  • Waverly Advisors reported no remaining Yahoo Inc position as of Q4 2015 after selling out during the quarter.
  • Waverly Advisors sold 1,325 Yahoo Inc shares in Q4 2015, an estimated $38K.
  • Waverly Advisors first reported a position in Yahoo Inc in Q3 2014 and held it in 3 quarters.
  • Waverly Advisors's Yahoo Inc position peaked at $38K in Q3 2015.
  • 670 funds tracked by Wall St. Rank held Yahoo Inc as of Q4 2015.

Based on Waverly Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.