BRWM
CLD

B. Riley Wealth Management’s Cloud Peak Energy Inc CLD Stock Holding History

B. Riley Wealth Management’s Portfolio CLD Stock Details CLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-625
Closed -$2K – 901
2015
Q2 		$2K Hold
625
– – ﹤0.01% 970
2015
Q1 		$3K Hold
625
– – ﹤0.01% 945
2014
Q4 		$5K Hold
625
– – ﹤0.01% 860
2014
Q3 		$7K Buy
+625
New +$9.46K 0.01% 863

Other funds holding CLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return

B. Riley Wealth Management's CLD Position: Q3 2015 in Review

B. Riley Wealth Management sold out of Cloud Peak Energy Inc (CLD) in Q3 2015, closing a stake of 625 shares — an estimated $2K sold.

B. Riley Wealth Management first reported a position in CLD in Q3 2014 and held it in 4 quarters. The position peaked at $7K in Q3 2014. 162 funds tracked by Wall St. Rank hold CLD as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Cloud Peak Energy Inc position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 625 Cloud Peak Energy Inc shares in Q3 2015, an estimated $2K.
  • B. Riley Wealth Management first reported a position in Cloud Peak Energy Inc in Q3 2014 and held it in 4 quarters.
  • B. Riley Wealth Management's Cloud Peak Energy Inc position peaked at $7K in Q3 2014.
  • 162 funds tracked by Wall St. Rank held Cloud Peak Energy Inc as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.