Charles Schwab
WLB

Charles Schwab’s Westmoreland Coal Company WLB Stock Holding History

Charles Schwab’s Portfolio WLB Stock Details WLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-56,152
Closed -$144K – 3070
2017
Q3 		$144K Hold
56,152
– – ﹤0.01% 3046
2017
Q2 		$274K Buy
56,152
+19,500
+53% +$171K ﹤0.01% 2902
2017
Q1 		$533K Hold
36,652
– – ﹤0.01% 2621
2016
Q4 		$648K Hold
36,652
– – ﹤0.01% 2570
2016
Q3 		$325K Buy
36,652
+16,000
+77% +$143K ﹤0.01% 2760
2016
Q2 		$197K Sell
20,652
-15,000
-42% -$119K ﹤0.01% 2950
2016
Q1 		$258K Hold
35,652
– – ﹤0.01% 2820
2015
Q4 		$210K Hold
35,652
– – ﹤0.01% 2955
2015
Q3 		$503K Hold
35,652
– – ﹤0.01% 2625
2015
Q2 		$741K Buy
35,652
+4,552
+15% +$121K ﹤0.01% 2538
2015
Q1 		$833K Hold
31,100
– – ﹤0.01% 2448
2014
Q4 		$1.03M Hold
31,100
– – ﹤0.01% 2339
2014
Q3 		$1.16M Hold
31,100
– – ﹤0.01% 2232
2014
Q2 		$1.13M Hold
31,100
– – ﹤0.01% 2259
2014
Q1 		$927K Hold
31,100
– – ﹤0.01% 2328
2013
Q4 		$600K Buy
31,100
+8,200
+36% +$119K ﹤0.01% 2515
2013
Q3 		$300K Hold
22,900
– – ﹤0.01% 2746
2013
Q2 		$261K Buy
+22,900
New +$267K ﹤0.01% 2788

Other funds holding WLB

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return

Charles Schwab's WLB Position: Q4 2017 in Review

Charles Schwab sold out of Westmoreland Coal Company (WLB) in Q4 2017, closing a stake of 56,152 shares — an estimated $144K sold.

Charles Schwab first reported a position in WLB in Q2 2013 and held it in 18 quarters. The position peaked at $1.16M in Q3 2014. 65 funds tracked by Wall St. Rank hold WLB as of Q4 2017.

  • Charles Schwab reported no remaining Westmoreland Coal Company position as of Q4 2017 after selling out during the quarter.
  • Charles Schwab sold 56,152 Westmoreland Coal Company shares in Q4 2017, an estimated $144K.
  • Charles Schwab first reported a position in Westmoreland Coal Company in Q2 2013 and held it in 18 quarters.
  • Charles Schwab's Westmoreland Coal Company position peaked at $1.16M in Q3 2014.
  • 65 funds tracked by Wall St. Rank held Westmoreland Coal Company as of Q4 2017.

Based on Charles Schwab's 13F filing for Q4 2017, filed 17 Jan 2018.