AG
WLT

Aperio Group’s WALTER ENERGY INC COM STK (DE) WLT Stock Holding History

Aperio Group’s Portfolio WLT Stock Details WLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-61,676
Closed -$144K – 1947
2014
Q3 		$144K Sell
61,676
-20,089
-25% -$104K ﹤0.01% 1657
2014
Q2 		$446K Buy
81,765
+59,124
+261% +$375K 0.01% 1185
2014
Q1 		$171K Buy
+22,641
New +$249K ﹤0.01% 1892
2013
Q4 		– Sell
-16,171
Closed -$253K – 1315
2013
Q3 		$227K Buy
+16,171
New +$205K ﹤0.01% 1579

Other funds holding WLT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AGCJ
Alden Global Capital (Jersey) St. Helier, Jersey $415M AUM 31.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Aperio Group's WLT Position: Q4 2014 in Review

Aperio Group sold out of WALTER ENERGY INC COM STK (DE) (WLT) in Q4 2014, closing a stake of 61,676 shares — an estimated $144K sold.

Aperio Group first reported a position in WLT in Q3 2013 and held it in 4 quarters. The position peaked at $446K in Q2 2014. 111 funds tracked by Wall St. Rank hold WLT as of Q4 2014.

  • Aperio Group reported no remaining WALTER ENERGY INC COM STK (DE) position as of Q4 2014 after selling out during the quarter.
  • Aperio Group sold 61,676 WALTER ENERGY INC COM STK (DE) shares in Q4 2014, an estimated $144K.
  • Aperio Group first reported a position in WALTER ENERGY INC COM STK (DE) in Q3 2013 and held it in 4 quarters.
  • Aperio Group's WALTER ENERGY INC COM STK (DE) position peaked at $446K in Q2 2014.
  • 111 funds tracked by Wall St. Rank held WALTER ENERGY INC COM STK (DE) as of Q4 2014.

Based on Aperio Group's 13F filing for Q4 2014, filed 30 Jan 2015.