Dimensional Fund Advisors
WLB

Dimensional Fund Advisors’s Westmoreland Coal Company WLB Stock Holding History

Dimensional Fund Advisors’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
2018
Q1 		– Sell
-351,817
Closed -$426K – 3370
2017
Q4 		$426K Buy
351,817
+17,172
+5% +$29.5K ﹤0.01% 3119
2017
Q3 		$853K Buy
334,645
+59,478
+22% +$185K ﹤0.01% 3023
2017
Q2 		$1.34M Buy
+275,167
New +$2.41M ﹤0.01% 2926
2016
Q2 		– Sell
-88,718
Closed -$640K – 3309
2016
Q1 		$640K Hold
88,718
– – ﹤0.01% 3006
2015
Q4 		$522K Sell
88,718
-1,006
-1% -$8.14K ﹤0.01% 3084
2015
Q3 		$1.26M Sell
89,724
-90,402
-50% -$1.33M ﹤0.01% 2945
2015
Q2 		$3.74M Sell
180,126
-97,939
-35% -$2.61M ﹤0.01% 2673
2015
Q1 		$7.44M Sell
278,065
-110,877
-29% -$3.18M ﹤0.01% 2384
2014
Q4 		$12.9M Buy
388,942
+5,425
+1% +$190K 0.01% 2099
2014
Q3 		$14.3M Buy
383,517
+100,552
+36% +$4.1M 0.01% 1926
2014
Q2 		$10.3M Buy
282,965
+94,668
+50% +$2.94M 0.01% 2202
2014
Q1 		$5.61M Buy
188,297
+11,521
+7% +$261K ﹤0.01% 2510
2013
Q4 		$3.41M Buy
176,776
+3,100
+2% +$45.1K ﹤0.01% 2702
2013
Q3 		$2.29M Sell
173,676
-11
-0% -$141 ﹤0.01% 2819
2013
Q2 		$1.95M Buy
+173,687
New +$2.02M ﹤0.01% 2834

Other funds holding WLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Dimensional Fund Advisors's WLB Position: Q1 2018 in Review

Dimensional Fund Advisors sold out of Westmoreland Coal Company (WLB) in Q1 2018, closing a stake of 351,817 shares — an estimated $426K sold.

Dimensional Fund Advisors first reported a position in WLB in Q2 2013 and held it in 15 quarters. The position peaked at $14.3M in Q3 2014. 52 funds tracked by Wall St. Rank hold WLB as of Q1 2018.

  • Dimensional Fund Advisors reported no remaining Westmoreland Coal Company position as of Q1 2018 after selling out during the quarter.
  • Dimensional Fund Advisors sold 351,817 Westmoreland Coal Company shares in Q1 2018, an estimated $426K.
  • Dimensional Fund Advisors first reported a position in Westmoreland Coal Company in Q2 2013 and held it in 15 quarters.
  • Dimensional Fund Advisors's Westmoreland Coal Company position peaked at $14.3M in Q3 2014.
  • 52 funds tracked by Wall St. Rank held Westmoreland Coal Company as of Q1 2018.

Based on Dimensional Fund Advisors's 13F filing for Q1 2018, filed 11 May 2018.