CFA
ANR

Carroll Financial Associates’s Alpha Natural Resources Inc ANR Stock Holding History

Carroll Financial Associates’s Portfolio ANR Stock Details ANR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-300
Closed -$1K – 986
2014
Q1 		$1K Buy
+300
New +$1.61K ﹤0.01% 851
2013
Q4 		– Sell
-300
Closed -$1K – 949
2013
Q3 		$1K Buy
+300
New +$1.76K ﹤0.01% 777

Other funds holding ANR

SP
Steelhead Partners Seattle, Washington $1.39B AUM 0.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

Carroll Financial Associates's ANR Position: Q2 2014 in Review

Carroll Financial Associates sold out of Alpha Natural Resources Inc (ANR) in Q2 2014, closing a stake of 300 shares — an estimated $1K sold.

Carroll Financial Associates first reported a position in ANR in Q3 2013 and held it in 2 quarters. The position peaked at $1K in Q1 2014. 199 funds tracked by Wall St. Rank hold ANR as of Q2 2014.

  • Carroll Financial Associates reported no remaining Alpha Natural Resources Inc position as of Q2 2014 after selling out during the quarter.
  • Carroll Financial Associates sold 300 Alpha Natural Resources Inc shares in Q2 2014, an estimated $1K.
  • Carroll Financial Associates first reported a position in Alpha Natural Resources Inc in Q3 2013 and held it in 2 quarters.
  • Carroll Financial Associates's Alpha Natural Resources Inc position peaked at $1K in Q1 2014.
  • 199 funds tracked by Wall St. Rank held Alpha Natural Resources Inc as of Q2 2014.

Based on Carroll Financial Associates's 13F filing for Q2 2014, filed 8 Aug 2014.