BG
CLD

Bahl & Gaynor’s Cloud Peak Energy Inc CLD Stock Holding History

Bahl & Gaynor’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
2014
Q3 		– Sell
-12,500
Closed -$230K – 434
2014
Q2 		$230K Hold
12,500
– – ﹤0.01% 378
2014
Q1 		$264K Hold
12,500
– – ﹤0.01% 355
2013
Q4 		$225K Hold
12,500
– – ﹤0.01% 363
2013
Q3 		$183K Buy
+12,500
New +$201K ﹤0.01% 358

Other funds holding CLD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bahl & Gaynor's CLD Position: Q3 2014 in Review

Bahl & Gaynor sold out of Cloud Peak Energy Inc (CLD) in Q3 2014, closing a stake of 12,500 shares — an estimated $230K sold.

Bahl & Gaynor first reported a position in CLD in Q3 2013 and held it in 4 quarters. The position peaked at $264K in Q1 2014. 181 funds tracked by Wall St. Rank hold CLD as of Q3 2014.

  • Bahl & Gaynor reported no remaining Cloud Peak Energy Inc position as of Q3 2014 after selling out during the quarter.
  • Bahl & Gaynor sold 12,500 Cloud Peak Energy Inc shares in Q3 2014, an estimated $230K.
  • Bahl & Gaynor first reported a position in Cloud Peak Energy Inc in Q3 2013 and held it in 4 quarters.
  • Bahl & Gaynor's Cloud Peak Energy Inc position peaked at $264K in Q1 2014.
  • 181 funds tracked by Wall St. Rank held Cloud Peak Energy Inc as of Q3 2014.

Based on Bahl & Gaynor's 13F filing for Q3 2014, filed 12 Nov 2014.