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Waverton Investment Management’s Intel INTC Stock Holding History

Waverton Investment Management’s Portfolio INTC Stock Details INTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-10,100
Closed -$261K – 120
2014
Q1 		$261K Hold
10,100
– – 0.01% 161
2013
Q4 		$262K Sell
10,100
-124,680
-93% -$3.02M 0.01% 161
2013
Q3 		$3.09M Buy
+134,780
New +$3.1M 0.18% 98

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Norges Bank
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Bank of New York Mellon
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Northern Trust
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Invesco
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Harris Associates
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BFA
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Waverton Investment Management's INTC Position: Q2 2014 in Review

Waverton Investment Management sold out of Intel (INTC) in Q2 2014, closing a stake of 10,100 shares — an estimated $261K sold.

Waverton Investment Management first reported a position in INTC in Q3 2013 and held it in 3 quarters. The position peaked at $3.09M in Q3 2013. 1,684 funds tracked by Wall St. Rank hold INTC as of Q2 2014.

  • Waverton Investment Management reported no remaining Intel position as of Q2 2014 after selling out during the quarter.
  • Waverton Investment Management sold 10,100 Intel shares in Q2 2014, an estimated $261K.
  • Waverton Investment Management first reported a position in Intel in Q3 2013 and held it in 3 quarters.
  • Waverton Investment Management's Intel position peaked at $3.09M in Q3 2013.
  • 1,684 funds tracked by Wall St. Rank held Intel as of Q2 2014.

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