Dimensional Fund Advisors’s WALTER ENERGY INC COM STK (DE) WLT Stock Holding History

Dimensional Fund Advisors’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 Q1	–	Sell	-243,905	Closed	-$337K	–	3475
2014 Q4	$337K	Buy	243,905 +4,105	+2%	+$9K	﹤0.01%	3194
2014 Q3	$561K	Sell	239,800 -3,666	-2%	-$19K	﹤0.01%	3133
2014 Q2	$1.33M	Sell	243,466 -442	-0.2%	-$2.81K	﹤0.01%	2969
2014 Q1	$1.84M	Sell	243,908 -125	-0.1%	-$1.38K	﹤0.01%	2864
2013 Q4	$4.06M	Sell	244,033 -1,100	-0.4%	-$17.2K	﹤0.01%	2639
2013 Q3	$3.44M	Sell	245,133 -42,578	-15%	-$541K	﹤0.01%	2690
2013 Q2	$2.99M	Buy	+287,711	New	+$5.07M	﹤0.01%	2694

Other funds holding WLT

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors's WLT Position: Q1 2015 in Review

Dimensional Fund Advisors sold out of WALTER ENERGY INC COM STK (DE) (WLT) in Q1 2015, closing a stake of 243,905 shares — an estimated $337K sold.

Dimensional Fund Advisors first reported a position in WLT in Q2 2013 and held it in 7 quarters. The position peaked at $4.06M in Q4 2013. 98 funds tracked by Wall St. Rank hold WLT as of Q1 2015.

Dimensional Fund Advisors reported no remaining WALTER ENERGY INC COM STK (DE) position as of Q1 2015 after selling out during the quarter.
Dimensional Fund Advisors sold 243,905 WALTER ENERGY INC COM STK (DE) shares in Q1 2015, an estimated $337K.
Dimensional Fund Advisors first reported a position in WALTER ENERGY INC COM STK (DE) in Q2 2013 and held it in 7 quarters.
Dimensional Fund Advisors's WALTER ENERGY INC COM STK (DE) position peaked at $4.06M in Q4 2013.
98 funds tracked by Wall St. Rank held WALTER ENERGY INC COM STK (DE) as of Q1 2015.

Based on Dimensional Fund Advisors's 13F filing for Q1 2015, filed 14 May 2015.