EWP
WLT

Edmunds White Partners’s WALTER ENERGY INC COM STK (DE) WLT Stock Holding History

Edmunds White Partners’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
2013
Q3 		– Sell
-2,500
Closed -$25K – 64
2013
Q2 		$25K Buy
+2,500
New +$44.1K 0.04% 45

Other funds holding WLT

MTIM
Marathon Trading Investment Management Radnor, Pennsylvania $3.67B AUM 21.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Edmunds White Partners's WLT Position: Q3 2013 in Review

Edmunds White Partners sold out of WALTER ENERGY INC COM STK (DE) (WLT) in Q3 2013, closing a stake of 2,500 shares — an estimated $25K sold.

Edmunds White Partners first reported a position in WLT in Q2 2013 and held it in 1 quarter. The position peaked at $25K in Q2 2013. 186 funds tracked by Wall St. Rank hold WLT as of Q3 2013.

  • Edmunds White Partners reported no remaining WALTER ENERGY INC COM STK (DE) position as of Q3 2013 after selling out during the quarter.
  • Edmunds White Partners sold 2,500 WALTER ENERGY INC COM STK (DE) shares in Q3 2013, an estimated $25K.
  • Edmunds White Partners first reported a position in WALTER ENERGY INC COM STK (DE) in Q2 2013 and held it in 1 quarter.
  • Edmunds White Partners's WALTER ENERGY INC COM STK (DE) position peaked at $25K in Q2 2013.
  • 186 funds tracked by Wall St. Rank held WALTER ENERGY INC COM STK (DE) as of Q3 2013.

Based on Edmunds White Partners's 13F filing for Q3 2013, filed 25 Oct 2013.