Charles Schwab
WLT

Charles Schwab’s WALTER ENERGY INC COM STK (DE) WLT Stock Holding History

Charles Schwab’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
2015
Q3 		– Sell
-15,800
Closed -$4K – 3141
2015
Q2 		$4K Sell
15,800
-2,935,467
-99% -$1.35M ﹤0.01% 3092
2015
Q1 		$1.83M Buy
2,951,267
+2,180,798
+283% +$2.03M ﹤0.01% 2103
2014
Q4 		$1.06M Buy
770,469
+246,220
+47% +$540K ﹤0.01% 2326
2014
Q3 		$1.23M Buy
524,249
+129,290
+33% +$669K ﹤0.01% 2207
2014
Q2 		$2.15M Buy
394,959
+101,484
+35% +$644K ﹤0.01% 1946
2014
Q1 		$2.22M Buy
293,475
+28,084
+11% +$309K ﹤0.01% 1896
2013
Q4 		$4.41M Buy
265,391
+30,391
+13% +$475K 0.01% 1368
2013
Q3 		$3.29M Buy
235,000
+9,502
+4% +$121K 0.01% 1515
2013
Q2 		$2.38M Buy
+225,498
New +$3.97M 0.01% 1655

Other funds holding WLT

CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
MIM
Montgomery Investment Management Rockville, Maryland $293M AUM 29.38% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return