BPM
HCC icon

Bowling Portfolio Management’s Warrior Met Coal HCC Stock Holding History

Bowling Portfolio Management’s Portfolio HCC Stock Details HCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-69,865
Closed -$1.89M – 365
2018
Q3 		$1.89M Buy
69,865
+61,856
+772% +$1.58M 0.26% 127
2018
Q2 		$221K Buy
+8,009
New +$211K 0.03% 309

Other funds holding HCC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bowling Portfolio Management's HCC Position: Q4 2018 in Review

Bowling Portfolio Management sold out of Warrior Met Coal (HCC) in Q4 2018, closing a stake of 69,865 shares — an estimated $1.89M sold.

Bowling Portfolio Management first reported a position in HCC in Q2 2018 and held it in 2 quarters. The position peaked at $1.89M in Q3 2018. 163 funds tracked by Wall St. Rank hold HCC as of Q4 2018.

  • Bowling Portfolio Management reported no remaining Warrior Met Coal position as of Q4 2018 after selling out during the quarter.
  • Bowling Portfolio Management sold 69,865 Warrior Met Coal shares in Q4 2018, an estimated $1.89M.
  • Bowling Portfolio Management first reported a position in Warrior Met Coal in Q2 2018 and held it in 2 quarters.
  • Bowling Portfolio Management's Warrior Met Coal position peaked at $1.89M in Q3 2018.
  • 163 funds tracked by Wall St. Rank held Warrior Met Coal as of Q4 2018.

Based on Bowling Portfolio Management's 13F filing for Q4 2018, filed 17 Jan 2019.