AI
WLB

Analytic Investors’s Westmoreland Coal Company WLB Stock Holding History

Analytic Investors’s Portfolio WLB Stock Details WLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-11,312
Closed -$337K – 635
2014
Q1 		$337K Sell
11,312
-119
-1% -$2.69K 0.01% 499
2013
Q4 		$221K Buy
+11,431
New +$166K ﹤0.01% 468

Other funds holding WLB

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LCM
Lonestar Capital Management San Francisco, California $671M AUM 72.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
VCM
Venor Capital Management New York $58.9M AUM 37.72% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return

Analytic Investors's WLB Position: Q2 2014 in Review

Analytic Investors sold out of Westmoreland Coal Company (WLB) in Q2 2014, closing a stake of 11,312 shares — an estimated $337K sold.

Analytic Investors first reported a position in WLB in Q4 2013 and held it in 2 quarters. The position peaked at $337K in Q1 2014. 94 funds tracked by Wall St. Rank hold WLB as of Q2 2014.

  • Analytic Investors reported no remaining Westmoreland Coal Company position as of Q2 2014 after selling out during the quarter.
  • Analytic Investors sold 11,312 Westmoreland Coal Company shares in Q2 2014, an estimated $337K.
  • Analytic Investors first reported a position in Westmoreland Coal Company in Q4 2013 and held it in 2 quarters.
  • Analytic Investors's Westmoreland Coal Company position peaked at $337K in Q1 2014.
  • 94 funds tracked by Wall St. Rank held Westmoreland Coal Company as of Q2 2014.

Based on Analytic Investors's 13F filing for Q2 2014, filed 13 Aug 2014.