IPC
CLD

Independent Portfolio Consultants’s Cloud Peak Energy Inc CLD Stock Holding History

Independent Portfolio Consultants’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
Q2 		– Sell
-37,475
Closed -$792K – 849
2014
Q1 		$792K Sell
37,475
-8,895
-19% -$167K 0.25% 118
2013
Q4 		$835K Buy
46,370
+1,669
+4% +$27.2K 0.29% 91
2013
Q3 		$656K Buy
44,701
+9,253
+26% +$148K 0.26% 126
2013
Q2 		$584K Buy
+35,448
New +$658K 0.26% 130

Other funds holding CLD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Independent Portfolio Consultants's CLD Position: Q2 2014 in Review

Independent Portfolio Consultants sold out of Cloud Peak Energy Inc (CLD) in Q2 2014, closing a stake of 37,475 shares — an estimated $792K sold.

Independent Portfolio Consultants first reported a position in CLD in Q2 2013 and held it in 4 quarters. The position peaked at $835K in Q4 2013. 187 funds tracked by Wall St. Rank hold CLD as of Q2 2014.

  • Independent Portfolio Consultants reported no remaining Cloud Peak Energy Inc position as of Q2 2014 after selling out during the quarter.
  • Independent Portfolio Consultants sold 37,475 Cloud Peak Energy Inc shares in Q2 2014, an estimated $792K.
  • Independent Portfolio Consultants first reported a position in Cloud Peak Energy Inc in Q2 2013 and held it in 4 quarters.
  • Independent Portfolio Consultants's Cloud Peak Energy Inc position peaked at $835K in Q4 2013.
  • 187 funds tracked by Wall St. Rank held Cloud Peak Energy Inc as of Q2 2014.

Based on Independent Portfolio Consultants's 13F filing for Q2 2014, filed 15 Aug 2014.