FM
CLD

Forward Management’s Cloud Peak Energy Inc CLD Stock Holding History

Forward 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
2014
Q3 		– Sell
-48,500
Closed -$893K – 425
2014
Q2 		$893K Hold
48,500
– – 0.05% 164
2014
Q1 		$1.02M Buy
48,500
+28,500
+143% +$535K 0.06% 146
2013
Q4 		$360K Buy
+20,000
New +$326K 0.02% 270

Other funds holding CLD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Forward Management's CLD Position: Q3 2014 in Review

Forward Management sold out of Cloud Peak Energy Inc (CLD) in Q3 2014, closing a stake of 48,500 shares — an estimated $893K sold.

Forward Management first reported a position in CLD in Q4 2013 and held it in 3 quarters. The position peaked at $1.02M in Q1 2014. 181 funds tracked by Wall St. Rank hold CLD as of Q3 2014.

  • Forward Management reported no remaining Cloud Peak Energy Inc position as of Q3 2014 after selling out during the quarter.
  • Forward Management sold 48,500 Cloud Peak Energy Inc shares in Q3 2014, an estimated $893K.
  • Forward Management first reported a position in Cloud Peak Energy Inc in Q4 2013 and held it in 3 quarters.
  • Forward Management's Cloud Peak Energy Inc position peaked at $1.02M in Q1 2014.
  • 181 funds tracked by Wall St. Rank held Cloud Peak Energy Inc as of Q3 2014.

Based on Forward Management's 13F filing for Q3 2014, filed 12 Nov 2014.