BFG
CLD

Beacon Financial Group’s Cloud Peak Energy Inc CLD Stock Holding History

Beacon Financial Group’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
Q1 		– Sell
-13,186
Closed -$235K – 196
2013
Q4 		$235K Buy
+13,186
New +$215K 0.05% 173

Other funds holding CLD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Beacon Financial Group's CLD Position: Q1 2014 in Review

Beacon Financial Group sold out of Cloud Peak Energy Inc (CLD) in Q1 2014, closing a stake of 13,186 shares — an estimated $235K sold.

Beacon Financial Group first reported a position in CLD in Q4 2013 and held it in 1 quarter. The position peaked at $235K in Q4 2013. 181 funds tracked by Wall St. Rank hold CLD as of Q1 2014.

  • Beacon Financial Group reported no remaining Cloud Peak Energy Inc position as of Q1 2014 after selling out during the quarter.
  • Beacon Financial Group sold 13,186 Cloud Peak Energy Inc shares in Q1 2014, an estimated $235K.
  • Beacon Financial Group first reported a position in Cloud Peak Energy Inc in Q4 2013 and held it in 1 quarter.
  • Beacon Financial Group's Cloud Peak Energy Inc position peaked at $235K in Q4 2013.
  • 181 funds tracked by Wall St. Rank held Cloud Peak Energy Inc as of Q1 2014.

Based on Beacon Financial Group's 13F filing for Q1 2014, filed 23 Apr 2014.