J. Goldman & Co’s WALTER ENERGY INC COM STK (DE) WLT Stock Holding History

J. Goldman & Co’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
2015 Q1	–	Sell	-200,000	Closed	-$276K	–	340
2014 Q4	$276K	Hold	200,000	–	–	0.03%	170
2014 Q3	$463K	Hold	200,000	–	–	0.03%	247
2014 Q2	$1.09M	Sell	200,000 -200,000	-50%	-$1.27M	0.08%	182
2014 Q1	$3.02M	Buy	400,000 +34,000	+9%	+$374K	0.22%	137
2013 Q4	$6.09M	Buy	366,000 +196,000	+115%	+$3.06M	0.76%	29
2013 Q3	$2.38M	Sell	170,000 -105,000	-38%	-$1.33M	0.22%	141
2013 Q2	$2.86M	Buy	+275,000	New	+$4.85M	0.29%	114

Other funds holding WLT

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

J. Goldman & Co's WLT Position: Q1 2015 in Review

J. Goldman & Co sold out of WALTER ENERGY INC COM STK (DE) (WLT) in Q1 2015, closing a stake of 50,000 shares — an estimated $69K sold.

J. Goldman & Co first reported a position in WLT in Q4 2014 and held it in 1 quarter. The position peaked at $69K in Q4 2014. 98 funds tracked by Wall St. Rank hold WLT as of Q1 2015.

J. Goldman & Co reported no remaining WALTER ENERGY INC COM STK (DE) position as of Q1 2015 after selling out during the quarter.
J. Goldman & Co sold 50,000 WALTER ENERGY INC COM STK (DE) shares in Q1 2015, an estimated $69K.
J. Goldman & Co first reported a position in WALTER ENERGY INC COM STK (DE) in Q4 2014 and held it in 1 quarter.
J. Goldman & Co's WALTER ENERGY INC COM STK (DE) position peaked at $69K in Q4 2014.
98 funds tracked by Wall St. Rank held WALTER ENERGY INC COM STK (DE) as of Q1 2015.

Based on J. Goldman & Co's 13F filing for Q1 2015, filed 18 May 2015.