FRM
WLT

Fore Research & Management’s WALTER ENERGY INC COM STK (DE) WLT Stock Holding History

Fore Research & Management’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
2014
Q2 		– Sell
-150,000
Closed -$1.13M – 105
2014
Q1 		$1.13M Buy
+150,000
New +$1.65M 0.04% 82

Other funds holding WLT

MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
DCCA
D.C. Capital Advisors New York $28.9M AUM 102.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fore Research & Management's WLT Position: Q2 2014 in Review

Fore Research & Management sold out of WALTER ENERGY INC COM STK (DE) (WLT) in Q2 2014, closing a stake of 150,000 shares — an estimated $1.13M sold.

Fore Research & Management first reported a position in WLT in Q1 2014 and held it in 1 quarter. The position peaked at $1.13M in Q1 2014. 147 funds tracked by Wall St. Rank hold WLT as of Q2 2014.

  • Fore Research & Management reported no remaining WALTER ENERGY INC COM STK (DE) position as of Q2 2014 after selling out during the quarter.
  • Fore Research & Management sold 150,000 WALTER ENERGY INC COM STK (DE) shares in Q2 2014, an estimated $1.13M.
  • Fore Research & Management first reported a position in WALTER ENERGY INC COM STK (DE) in Q1 2014 and held it in 1 quarter.
  • Fore Research & Management's WALTER ENERGY INC COM STK (DE) position peaked at $1.13M in Q1 2014.
  • 147 funds tracked by Wall St. Rank held WALTER ENERGY INC COM STK (DE) as of Q2 2014.

Based on Fore Research & Management's 13F filing for Q2 2014, filed 14 Aug 2014.