IAM
WLT

Iridian Asset Management’s WALTER ENERGY INC COM STK (DE) WLT Stock Holding History

Iridian Asset 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
-15,220
Closed -$115K – 132
2014
Q1 		$115K Sell
15,220
-11,640
-43% -$128K ﹤0.01% 124
2013
Q4 		$447K Buy
26,860
+2,590
+11% +$40.5K 0.01% 86
2013
Q3 		$341K Buy
+24,270
New +$308K ﹤0.01% 110

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

Iridian Asset Management's WLT Position: Q2 2014 in Review

Iridian Asset Management sold out of WALTER ENERGY INC COM STK (DE) (WLT) in Q2 2014, closing a stake of 15,220 shares — an estimated $115K sold.

Iridian Asset Management first reported a position in WLT in Q3 2013 and held it in 3 quarters. The position peaked at $447K in Q4 2013. 147 funds tracked by Wall St. Rank hold WLT as of Q2 2014.

  • Iridian Asset Management reported no remaining WALTER ENERGY INC COM STK (DE) position as of Q2 2014 after selling out during the quarter.
  • Iridian Asset Management sold 15,220 WALTER ENERGY INC COM STK (DE) shares in Q2 2014, an estimated $115K.
  • Iridian Asset Management first reported a position in WALTER ENERGY INC COM STK (DE) in Q3 2013 and held it in 3 quarters.
  • Iridian Asset Management's WALTER ENERGY INC COM STK (DE) position peaked at $447K in Q4 2013.
  • 147 funds tracked by Wall St. Rank held WALTER ENERGY INC COM STK (DE) as of Q2 2014.

Based on Iridian Asset Management's 13F filing for Q2 2014, filed 11 Aug 2014.