DWM
CLD

Dynasty Wealth Management’s Cloud Peak Energy Inc CLD Stock Holding History

Dynasty Wealth Management’s Portfolio CLD Stock Details CLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-12,469
Closed -$29K – 123
2018
Q3 		$29K Buy
+12,469
New +$33.5K 0.04% 126

Other funds holding CLD

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Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Dynasty Wealth Management's CLD Position: Q4 2018 in Review

Dynasty Wealth Management sold out of Cloud Peak Energy Inc (CLD) in Q4 2018, closing a stake of 12,469 shares — an estimated $29K sold.

Dynasty Wealth Management first reported a position in CLD in Q3 2018 and held it in 1 quarter. The position peaked at $29K in Q3 2018. 109 funds tracked by Wall St. Rank hold CLD as of Q4 2018.

  • Dynasty Wealth Management reported no remaining Cloud Peak Energy Inc position as of Q4 2018 after selling out during the quarter.
  • Dynasty Wealth Management sold 12,469 Cloud Peak Energy Inc shares in Q4 2018, an estimated $29K.
  • Dynasty Wealth Management first reported a position in Cloud Peak Energy Inc in Q3 2018 and held it in 1 quarter.
  • Dynasty Wealth Management's Cloud Peak Energy Inc position peaked at $29K in Q3 2018.
  • 109 funds tracked by Wall St. Rank held Cloud Peak Energy Inc as of Q4 2018.

Based on Dynasty Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.