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Waverton Investment Management’s Bright Horizons BFAM Stock Holding History

Waverton Investment Management’s Portfolio BFAM Stock Details BFAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-56,390
Closed -$2.21M – 103
2014
Q1 		$2.21M Buy
56,390
+390
+0.7% +$14.9K 0.1% 135
2013
Q4 		$2.06M Hold
56,000
– – 0.11% 134
2013
Q3 		$2.01M Buy
+56,000
New +$2.01M 0.12% 141

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PCM
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Massachusetts Financial Services
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Waverton Investment Management's BFAM Position: Q2 2014 in Review

Waverton Investment Management sold out of Bright Horizons (BFAM) in Q2 2014, closing a stake of 56,390 shares — an estimated $2.21M sold.

Waverton Investment Management first reported a position in BFAM in Q3 2013 and held it in 3 quarters. The position peaked at $2.21M in Q1 2014. 103 funds tracked by Wall St. Rank hold BFAM as of Q2 2014.

  • Waverton Investment Management reported no remaining Bright Horizons position as of Q2 2014 after selling out during the quarter.
  • Waverton Investment Management sold 56,390 Bright Horizons shares in Q2 2014, an estimated $2.21M.
  • Waverton Investment Management first reported a position in Bright Horizons in Q3 2013 and held it in 3 quarters.
  • Waverton Investment Management's Bright Horizons position peaked at $2.21M in Q1 2014.
  • 103 funds tracked by Wall St. Rank held Bright Horizons as of Q2 2014.

Based on Waverton Investment Management's 13F filing for Q2 2014, filed 28 Jul 2014.