CGT
YZC

Capital Guardian Trust’s Yanzhou Coal Mining YZC Stock Holding History

Capital Guardian Trust’s Portfolio YZC Stock Details YZC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-468
Closed -$4K – 622
2013
Q4 		$4K Hold
468
– – ﹤0.01% 536
2013
Q3 		$5K Hold
468
– – ﹤0.01% 503
2013
Q2 		$3K Buy
+468
New +$4.85K ﹤0.01% 492

Other funds holding YZC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Capital Guardian Trust's YZC Position: Q1 2014 in Review

Capital Guardian Trust sold out of Yanzhou Coal Mining (YZC) in Q1 2014, closing a stake of 468 shares — an estimated $4K sold.

Capital Guardian Trust first reported a position in YZC in Q2 2013 and held it in 3 quarters. The position peaked at $5K in Q3 2013. 44 funds tracked by Wall St. Rank hold YZC as of Q1 2014.

  • Capital Guardian Trust reported no remaining Yanzhou Coal Mining position as of Q1 2014 after selling out during the quarter.
  • Capital Guardian Trust sold 468 Yanzhou Coal Mining shares in Q1 2014, an estimated $4K.
  • Capital Guardian Trust first reported a position in Yanzhou Coal Mining in Q2 2013 and held it in 3 quarters.
  • Capital Guardian Trust's Yanzhou Coal Mining position peaked at $5K in Q3 2013.
  • 44 funds tracked by Wall St. Rank held Yanzhou Coal Mining as of Q1 2014.

Based on Capital Guardian Trust's 13F filing for Q1 2014, filed 15 May 2014.