GIM
CLD

Goelzer Investment Management’s Cloud Peak Energy Inc CLD Stock Holding History

Goelzer Investment 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
2015
Q4 		– Sell
-14,000
Closed -$37K – 212
2015
Q3 		$37K Buy
+14,000
New +$46.6K 0.01% 197
2014
Q4 		– Sell
-144,115
Closed -$1.82M – 205
2014
Q3 		$1.82M Buy
144,115
+45,475
+46% +$688K 0.3% 122
2014
Q2 		$1.82M Buy
98,640
+7,630
+8% +$150K 0.3% 124
2014
Q1 		$1.92M Buy
91,010
+2,245
+3% +$42.2K 0.34% 121
2013
Q4 		$1.6M Buy
88,765
+39,760
+81% +$647K 0.29% 122
2013
Q3 		$719K Sell
49,005
-50,605
-51% -$812K 0.15% 138
2013
Q2 		$1.64M Buy
+99,610
New +$1.85M 0.17% 136

Other funds holding CLD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Goelzer Investment Management's CLD Position: Q4 2015 in Review

Goelzer Investment Management sold out of Cloud Peak Energy Inc (CLD) in Q4 2015, closing a stake of 14,000 shares — an estimated $37K sold.

Goelzer Investment Management first reported a position in CLD in Q2 2013 and held it in 7 quarters. The position peaked at $1.92M in Q1 2014. 146 funds tracked by Wall St. Rank hold CLD as of Q4 2015.

  • Goelzer Investment Management reported no remaining Cloud Peak Energy Inc position as of Q4 2015 after selling out during the quarter.
  • Goelzer Investment Management sold 14,000 Cloud Peak Energy Inc shares in Q4 2015, an estimated $37K.
  • Goelzer Investment Management first reported a position in Cloud Peak Energy Inc in Q2 2013 and held it in 7 quarters.
  • Goelzer Investment Management's Cloud Peak Energy Inc position peaked at $1.92M in Q1 2014.
  • 146 funds tracked by Wall St. Rank held Cloud Peak Energy Inc as of Q4 2015.

Based on Goelzer Investment Management's 13F filing for Q4 2015, filed 2 Feb 2016.