BL
WLT

Bolton LP’s WALTER ENERGY INC COM STK (DE) WLT Stock Holding History

Bolton LP’s Portfolio WLT Stock Details WLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-50,000
Closed -$273K – 159
2014
Q2 		$273K Hold
50,000
– – 0.04% 109
2014
Q1 		$378K Sell
50,000
-42,300
-46% -$466K 0.09% 125
2013
Q4 		$1.53M Sell
92,300
-40,500
-30% -$633K 0.28% 55
2013
Q3 		$1.86M Buy
+132,800
New +$1.69M 0.51% 40

Other funds holding WLT

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
DCCA
D.C. Capital Advisors New York $28.9M AUM 102.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Bolton LP's WLT Position: Q3 2014 in Review

Bolton LP sold out of WALTER ENERGY INC COM STK (DE) (WLT) in Q3 2014, closing a stake of 50,000 shares — an estimated $273K sold.

Bolton LP first reported a position in WLT in Q3 2013 and held it in 4 quarters. The position peaked at $1.86M in Q3 2013. 131 funds tracked by Wall St. Rank hold WLT as of Q3 2014.

  • Bolton LP reported no remaining WALTER ENERGY INC COM STK (DE) position as of Q3 2014 after selling out during the quarter.
  • Bolton LP sold 50,000 WALTER ENERGY INC COM STK (DE) shares in Q3 2014, an estimated $273K.
  • Bolton LP first reported a position in WALTER ENERGY INC COM STK (DE) in Q3 2013 and held it in 4 quarters.
  • Bolton LP's WALTER ENERGY INC COM STK (DE) position peaked at $1.86M in Q3 2013.
  • 131 funds tracked by Wall St. Rank held WALTER ENERGY INC COM STK (DE) as of Q3 2014.

Based on Bolton LP's 13F filing for Q3 2014, filed 14 Nov 2014.