BRWA
WLT

B. Riley Wealth Advisors’s WALTER ENERGY INC COM STK (DE) WLT Stock Holding History

B. Riley Wealth Advisors’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
2015
Q3 		– Sell
-78,320
Closed -$18K – 631
2015
Q2 		$18K Sell
78,320
-5,600
-7% -$2.58K ﹤0.01% 520
2015
Q1 		$52K Buy
83,920
+20,000
+31% +$18.6K 0.01% 529
2014
Q4 		$88 Buy
63,920
+28,400
+80% +$62.3K ﹤0.01% 1808
2014
Q3 		$83K Sell
35,520
-42,120
-54% -$218K 0.02% 588
2014
Q2 		$212K Buy
77,640
+32,970
+74% +$209K 0.05% 429
2014
Q1 		$338K Buy
44,670
+10,750
+32% +$118K 0.1% 235
2013
Q4 		$564K Buy
33,920
+800
+2% +$12.5K 0.18% 136
2013
Q3 		$465K Buy
33,120
+9,600
+41% +$122K 0.16% 154
2013
Q2 		$245K Buy
+23,520
New +$414K 0.08% 274

Other funds holding WLT

CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
MIM
Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

B. Riley Wealth Advisors's WLT Position: Q3 2015 in Review

B. Riley Wealth Advisors sold out of WALTER ENERGY INC COM STK (DE) (WLT) in Q3 2015, closing a stake of 78,320 shares — an estimated $18K sold.

B. Riley Wealth Advisors first reported a position in WLT in Q2 2013 and held it in 9 quarters. The position peaked at $564K in Q4 2013. 12 funds tracked by Wall St. Rank hold WLT as of Q3 2015.

  • B. Riley Wealth Advisors reported no remaining WALTER ENERGY INC COM STK (DE) position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 78,320 WALTER ENERGY INC COM STK (DE) shares in Q3 2015, an estimated $18K.
  • B. Riley Wealth Advisors first reported a position in WALTER ENERGY INC COM STK (DE) in Q2 2013 and held it in 9 quarters.
  • B. Riley Wealth Advisors's WALTER ENERGY INC COM STK (DE) position peaked at $564K in Q4 2013.
  • 12 funds tracked by Wall St. Rank held WALTER ENERGY INC COM STK (DE) as of Q3 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2015, filed 16 Nov 2015.