BIM
WLB

Bogle Investment Management’s Westmoreland Coal Company WLB Stock Holding History

Bogle Investment Management’s Portfolio WLB Stock Details WLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-196,976
Closed -$238K – 438
2017
Q4 		$238K Sell
196,976
-7,040
-3% -$12.1K 0.02% 263
2017
Q3 		$520K Sell
204,016
-23,088
-10% -$71.7K 0.04% 257
2017
Q2 		$1.1M Buy
227,104
+57,026
+34% +$499K 0.08% 203
2017
Q1 		$2.47M Sell
170,078
-68,525
-29% -$1.09M 0.17% 142
2016
Q4 		$4.22M Buy
+238,603
New +$3.33M 0.29% 111
2014
Q2 		– Sell
-47,048
Closed -$1.4M – 418
2014
Q1 		$1.4M Buy
+47,048
New +$1.06M 0.1% 250

Other funds holding WLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bogle Investment Management's WLB Position: Q1 2018 in Review

Bogle Investment Management sold out of Westmoreland Coal Company (WLB) in Q1 2018, closing a stake of 196,976 shares — an estimated $238K sold.

Bogle Investment Management first reported a position in WLB in Q1 2014 and held it in 6 quarters. The position peaked at $4.22M in Q4 2016. 52 funds tracked by Wall St. Rank hold WLB as of Q1 2018.

  • Bogle Investment Management reported no remaining Westmoreland Coal Company position as of Q1 2018 after selling out during the quarter.
  • Bogle Investment Management sold 196,976 Westmoreland Coal Company shares in Q1 2018, an estimated $238K.
  • Bogle Investment Management first reported a position in Westmoreland Coal Company in Q1 2014 and held it in 6 quarters.
  • Bogle Investment Management's Westmoreland Coal Company position peaked at $4.22M in Q4 2016.
  • 52 funds tracked by Wall St. Rank held Westmoreland Coal Company as of Q1 2018.

Based on Bogle Investment Management's 13F filing for Q1 2018, filed 14 May 2018.