AG
JRCC

Aperio Group’s JAMES RIVER COAL NEW JRCC Stock Holding History

Aperio Group’s Portfolio JRCC Stock Details JRCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-28,530
Closed -$47.6K – 1898
2013
Q3 		$56K Buy
28,530
+6,402
+29% +$12.9K ﹤0.01% 1769
2013
Q2 		$40K Buy
+22,128
New +$47.7K ﹤0.01% 1640

Other funds holding JRCC

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aperio Group's JRCC Position: Q4 2013 in Review

Aperio Group sold out of JAMES RIVER COAL NEW (JRCC) in Q4 2013, closing a stake of 28,530 shares — an estimated $47.6K sold.

Aperio Group first reported a position in JRCC in Q2 2013 and held it in 2 quarters. The position peaked at $56K in Q3 2013. 50 funds tracked by Wall St. Rank hold JRCC as of Q4 2013.

  • Aperio Group reported no remaining JAMES RIVER COAL NEW position as of Q4 2013 after selling out during the quarter.
  • Aperio Group sold 28,530 JAMES RIVER COAL NEW shares in Q4 2013, an estimated $47.6K.
  • Aperio Group first reported a position in JAMES RIVER COAL NEW in Q2 2013 and held it in 2 quarters.
  • Aperio Group's JAMES RIVER COAL NEW position peaked at $56K in Q3 2013.
  • 50 funds tracked by Wall St. Rank held JAMES RIVER COAL NEW as of Q4 2013.

Based on Aperio Group's 13F filing for Q4 2013, filed 30 Jan 2014.