EWM
WLB

Edge Wealth Management’s Westmoreland Coal Company WLB Stock Holding History

Edge Wealth Management’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
2017
Q4 		– Sell
-50,000
Closed -$128K – 586
2017
Q3 		$128K Buy
+50,000
New +$155K 0.04% 156

Other funds holding WLB

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return

Edge Wealth Management's WLB Position: Q4 2017 in Review

Edge Wealth Management sold out of Westmoreland Coal Company (WLB) in Q4 2017, closing a stake of 50,000 shares — an estimated $128K sold.

Edge Wealth Management first reported a position in WLB in Q3 2017 and held it in 1 quarter. The position peaked at $128K in Q3 2017. 65 funds tracked by Wall St. Rank hold WLB as of Q4 2017.

  • Edge Wealth Management reported no remaining Westmoreland Coal Company position as of Q4 2017 after selling out during the quarter.
  • Edge Wealth Management sold 50,000 Westmoreland Coal Company shares in Q4 2017, an estimated $128K.
  • Edge Wealth Management first reported a position in Westmoreland Coal Company in Q3 2017 and held it in 1 quarter.
  • Edge Wealth Management's Westmoreland Coal Company position peaked at $128K in Q3 2017.
  • 65 funds tracked by Wall St. Rank held Westmoreland Coal Company as of Q4 2017.

Based on Edge Wealth Management's 13F filing for Q4 2017, filed 18 Jan 2018.