BL
WHX

Bolton LP’s WHITING USA TRUST I UNITS OF BENE INT WHX Stock Holding History

Bolton LP’s Portfolio WHX Stock Details WHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-28,500
Closed -$129K – 337
2013
Q3 		$129K Buy
+28,500
New +$129K 0.04% 164

Other funds holding WHX

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bolton LP's WHX Position: Q4 2013 in Review

Bolton LP sold out of WHITING USA TRUST I UNITS OF BENE INT (WHX) in Q4 2013, closing a stake of 28,500 shares — an estimated $129K sold.

Bolton LP first reported a position in WHX in Q3 2013 and held it in 1 quarter. The position peaked at $129K in Q3 2013. 19 funds tracked by Wall St. Rank hold WHX as of Q4 2013.

  • Bolton LP reported no remaining WHITING USA TRUST I UNITS OF BENE INT position as of Q4 2013 after selling out during the quarter.
  • Bolton LP sold 28,500 WHITING USA TRUST I UNITS OF BENE INT shares in Q4 2013, an estimated $129K.
  • Bolton LP first reported a position in WHITING USA TRUST I UNITS OF BENE INT in Q3 2013 and held it in 1 quarter.
  • Bolton LP's WHITING USA TRUST I UNITS OF BENE INT position peaked at $129K in Q3 2013.
  • 19 funds tracked by Wall St. Rank held WHITING USA TRUST I UNITS OF BENE INT as of Q4 2013.

Based on Bolton LP's 13F filing for Q4 2013, filed 13 Feb 2014.