Jacobs Levy Equity Management’s Westmoreland Coal Company WLB Stock Holding History

Jacobs Levy Equity Management’s Portfolio WLB Stock Details WLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-13,000	Closed	-$124K	–	1214
2016 Q2	$124K	Sell	13,000 -29,200	-69%	-$232K	﹤0.01%	1071
2016 Q1	$304K	Buy	+42,200	New	+$251K	0.01%	867

Other funds holding WLB

Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return

VCM

Venor Capital Management New York $58.9M AUM 37.72% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

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

FCM

Farmstead Capital Management Ridgewood, New Jersey $49K AUM 10.57% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

MRCP

Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return

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

Jacobs Levy Equity Management's WLB Position: Q3 2016 in Review

Jacobs Levy Equity Management sold out of Westmoreland Coal Company (WLB) in Q3 2016, closing a stake of 13,000 shares — an estimated $124K sold.

Jacobs Levy Equity Management first reported a position in WLB in Q1 2016 and held it in 2 quarters. The position peaked at $304K in Q1 2016. 79 funds tracked by Wall St. Rank hold WLB as of Q3 2016.

Jacobs Levy Equity Management reported no remaining Westmoreland Coal Company position as of Q3 2016 after selling out during the quarter.
Jacobs Levy Equity Management sold 13,000 Westmoreland Coal Company shares in Q3 2016, an estimated $124K.
Jacobs Levy Equity Management first reported a position in Westmoreland Coal Company in Q1 2016 and held it in 2 quarters.
Jacobs Levy Equity Management's Westmoreland Coal Company position peaked at $304K in Q1 2016.
79 funds tracked by Wall St. Rank held Westmoreland Coal Company as of Q3 2016.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2016, filed 14 Nov 2016.