EWM
ANR

Edge Wealth Management’s Alpha Natural Resources Inc ANR Stock Holding History

Edge Wealth Management’s Portfolio ANR Stock Details ANR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-8,000
Closed -$19K – 452
2014
Q3 		$19K Buy
+8,000
New +$27.6K 0.01% 266
2014
Q2 		– Sell
-3,000
Closed -$13K – 450
2014
Q1 		$13K Buy
+3,000
New +$16.1K 0.01% 274
2013
Q3 		– Sell
-3,063
Closed -$16K – 374
2013
Q2 		$16K Buy
+3,063
New +$20.8K 0.01% 204

Other funds holding ANR

SP
Steelhead Partners Seattle, Washington $1.39B AUM 0.01% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
DCCA
D.C. Capital Advisors New York $28.9M AUM 102.41% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

Edge Wealth Management's ANR Position: Q4 2014 in Review

Edge Wealth Management sold out of Alpha Natural Resources Inc (ANR) in Q4 2014, closing a stake of 8,000 shares — an estimated $19K sold.

Edge Wealth Management first reported a position in ANR in Q2 2013 and held it in 3 quarters. The position peaked at $19K in Q3 2014. 183 funds tracked by Wall St. Rank hold ANR as of Q4 2014.

  • Edge Wealth Management reported no remaining Alpha Natural Resources Inc position as of Q4 2014 after selling out during the quarter.
  • Edge Wealth Management sold 8,000 Alpha Natural Resources Inc shares in Q4 2014, an estimated $19K.
  • Edge Wealth Management first reported a position in Alpha Natural Resources Inc in Q2 2013 and held it in 3 quarters.
  • Edge Wealth Management's Alpha Natural Resources Inc position peaked at $19K in Q3 2014.
  • 183 funds tracked by Wall St. Rank held Alpha Natural Resources Inc as of Q4 2014.

Based on Edge Wealth Management's 13F filing for Q4 2014, filed 12 Jan 2015.