CIM
WLT

Confluence Investment Management’s WALTER ENERGY INC COM STK (DE) WLT Stock Holding History

Confluence Investment Management’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
2013
Q3 		– Sell
-12,076
Closed -$126K – 264
2013
Q2 		$126K Buy
+12,076
New +$213K 0.01% 254

Other funds holding WLT

MTIM
Marathon Trading Investment Management Radnor, Pennsylvania $3.67B AUM 21.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Confluence Investment Management's WLT Position: Q3 2013 in Review

Confluence Investment Management sold out of WALTER ENERGY INC COM STK (DE) (WLT) in Q3 2013, closing a stake of 12,076 shares — an estimated $126K sold.

Confluence Investment Management first reported a position in WLT in Q2 2013 and held it in 1 quarter. The position peaked at $126K in Q2 2013. 186 funds tracked by Wall St. Rank hold WLT as of Q3 2013.

  • Confluence Investment Management reported no remaining WALTER ENERGY INC COM STK (DE) position as of Q3 2013 after selling out during the quarter.
  • Confluence Investment Management sold 12,076 WALTER ENERGY INC COM STK (DE) shares in Q3 2013, an estimated $126K.
  • Confluence Investment Management first reported a position in WALTER ENERGY INC COM STK (DE) in Q2 2013 and held it in 1 quarter.
  • Confluence Investment Management's WALTER ENERGY INC COM STK (DE) position peaked at $126K in Q2 2013.
  • 186 funds tracked by Wall St. Rank held WALTER ENERGY INC COM STK (DE) as of Q3 2013.

Based on Confluence Investment Management's 13F filing for Q3 2013, filed 17 Oct 2013.