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Waverton Investment Management’s Oceaneering OII Stock Holding History

Waverton Investment Management’s Portfolio OII Stock Details OII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-31,110
Closed -$2.53M – 180
2013
Q3 		$2.53M Buy
+31,110
New +$2.5M 0.15% 122

Other funds holding OII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Waverton Investment Management sold out of Oceaneering (OII) in Q4 2013, closing a stake of 31,110 shares — an estimated $2.53M sold.

Waverton Investment Management first reported a position in OII in Q3 2013 and held it in 1 quarter. The position peaked at $2.53M in Q3 2013. 431 funds tracked by Wall St. Rank hold OII as of Q4 2013.

  • Waverton Investment Management reported no remaining Oceaneering position as of Q4 2013 after selling out during the quarter.
  • Waverton Investment Management sold 31,110 Oceaneering shares in Q4 2013, an estimated $2.53M.
  • Waverton Investment Management first reported a position in Oceaneering in Q3 2013 and held it in 1 quarter.
  • Waverton Investment Management's Oceaneering position peaked at $2.53M in Q3 2013.
  • 431 funds tracked by Wall St. Rank held Oceaneering as of Q4 2013.

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