HJMC
WLT

Hellman Jordan Management Company’s WALTER ENERGY INC COM STK (DE) WLT Stock Holding History

Hellman Jordan Management Company’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
Q1 		– Sell
-235,186
Closed -$3.91M – 59
2013
Q4 		$3.91M Buy
235,186
+32,926
+16% +$515K 2.47% 9
2013
Q3 		$2.84M Buy
+202,260
New +$2.57M 1.53% 18

Other funds holding WLT

MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 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
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
DCCA
D.C. Capital Advisors New York $28.9M AUM 102.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hellman Jordan Management Company's WLT Position: Q1 2014 in Review

Hellman Jordan Management Company sold out of WALTER ENERGY INC COM STK (DE) (WLT) in Q1 2014, closing a stake of 235,186 shares — an estimated $3.91M sold.

Hellman Jordan Management Company first reported a position in WLT in Q3 2013 and held it in 2 quarters. The position peaked at $3.91M in Q4 2013. 146 funds tracked by Wall St. Rank hold WLT as of Q1 2014.

  • Hellman Jordan Management Company reported no remaining WALTER ENERGY INC COM STK (DE) position as of Q1 2014 after selling out during the quarter.
  • Hellman Jordan Management Company sold 235,186 WALTER ENERGY INC COM STK (DE) shares in Q1 2014, an estimated $3.91M.
  • Hellman Jordan Management Company first reported a position in WALTER ENERGY INC COM STK (DE) in Q3 2013 and held it in 2 quarters.
  • Hellman Jordan Management Company's WALTER ENERGY INC COM STK (DE) position peaked at $3.91M in Q4 2013.
  • 146 funds tracked by Wall St. Rank held WALTER ENERGY INC COM STK (DE) as of Q1 2014.

Based on Hellman Jordan Management Company's 13F filing for Q1 2014, filed 2 May 2014.