Jacobs Levy Equity Management’s Cloud Peak Energy Inc CLD Stock Holding History

Jacobs Levy Equity 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
2018 Q3	–	Sell	-170,337	Closed	-$594K	–	1126
2018 Q2	$594K	Sell	170,337 -72,500	-30%	-$242K	0.01%	765
2018 Q1	$707K	Buy	242,837 +66,411	+38%	+$275K	0.01%	711
2017 Q4	$785K	Buy	+176,426	New	+$741K	0.01%	666
2017 Q2	–	Sell	-12,898	Closed	-$59K	–	1069
2017 Q1	$59K	Hold	12,898	–	–	﹤0.01%	889
2016 Q4	$72K	Hold	12,898	–	–	﹤0.01%	926
2016 Q3	$70K	Sell	12,898 -900	-7%	-$3.13K	﹤0.01%	980
2016 Q2	$28K	Sell	13,798 -511,996	-97%	-$1.05M	﹤0.01%	1134
2016 Q1	$1.02M	Buy	+525,794	New	+$902K	0.02%	561

Other funds holding CLD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

KGI

Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Jacobs Levy Equity Management's CLD Position: Q3 2018 in Review

Jacobs Levy Equity Management sold out of Cloud Peak Energy Inc (CLD) in Q3 2018, closing a stake of 170,337 shares — an estimated $594K sold.

Jacobs Levy Equity Management first reported a position in CLD in Q1 2016 and held it in 8 quarters. The position peaked at $1.02M in Q1 2016. 119 funds tracked by Wall St. Rank hold CLD as of Q3 2018.

Jacobs Levy Equity Management reported no remaining Cloud Peak Energy Inc position as of Q3 2018 after selling out during the quarter.
Jacobs Levy Equity Management sold 170,337 Cloud Peak Energy Inc shares in Q3 2018, an estimated $594K.
Jacobs Levy Equity Management first reported a position in Cloud Peak Energy Inc in Q1 2016 and held it in 8 quarters.
Jacobs Levy Equity Management's Cloud Peak Energy Inc position peaked at $1.02M in Q1 2016.
119 funds tracked by Wall St. Rank held Cloud Peak Energy Inc as of Q3 2018.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2018, filed 14 Nov 2018.