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Waverton Investment Management’s Albemarle ALB Stock Holding History

Waverton Investment Management’s Portfolio ALB Stock Details ALB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-32,130
Closed -$2.02M – 165
2013
Q3 		$2.02M Buy
+32,130
New +$2.02M 0.12% 139

Other funds holding ALB

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LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Waverton Investment Management's ALB Position: Q4 2013 in Review

Waverton Investment Management sold out of Albemarle (ALB) in Q4 2013, closing a stake of 32,130 shares — an estimated $2.02M sold.

Waverton Investment Management first reported a position in ALB in Q3 2013 and held it in 1 quarter. The position peaked at $2.02M in Q3 2013. 310 funds tracked by Wall St. Rank hold ALB as of Q4 2013.

  • Waverton Investment Management reported no remaining Albemarle position as of Q4 2013 after selling out during the quarter.
  • Waverton Investment Management sold 32,130 Albemarle shares in Q4 2013, an estimated $2.02M.
  • Waverton Investment Management first reported a position in Albemarle in Q3 2013 and held it in 1 quarter.
  • Waverton Investment Management's Albemarle position peaked at $2.02M in Q3 2013.
  • 310 funds tracked by Wall St. Rank held Albemarle as of Q4 2013.

Based on Waverton Investment Management's 13F filing for Q4 2013, filed 21 Jan 2014.